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Articles written by Guest Columnist Tony Velasquez

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Tony Velasquez: He warned me that I didn't want to wake up at 50 and have to go out and get all new clients just to pay my mortgage. That stuck with me.

How I became an RIA by winning a golfer's trust in my caddie days and why I broke from his OSJ to avoid conflicts of interest

Tony Velasquez, who met his mentor and first boss on the links, has advice for captive brokers -- don't let the B-Ds scare you into staying!

September 30, 2016 at 8:53 PM

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