Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Has anybody ever fired their Vanguard flagship rep
Old 04-24-2018, 06:41 PM   #1
Recycles dryer sheets
Quantum Sufficit's Avatar
 
Join Date: Jan 2011
Posts: 110
Has anybody ever fired their Vanguard flagship rep

I received terrible advice from my flagship rep on multiple occasions over the past year. This has cost me money in tax liability. Has anybody parted company with their rep and requested reassignment?
__________________

Quantum Sufficit is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 04-24-2018, 07:05 PM   #2
Thinks s/he gets paid by the post
Dash man's Avatar
 
Join Date: Mar 2013
Location: Limerick
Posts: 2,386
I fired my USAA wealth manager rep a couple of years ago. He didn’t listen to anything we’d say. His plan would have hit us hard in taxes. All he wanted was to get us into their “managed” investment portfolios.
__________________

Dash man is offline   Reply With Quote
Old 04-24-2018, 09:12 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
MRG's Avatar
 
Join Date: Apr 2013
Posts: 8,255
I've been trying to fire my Fidelity Private Client representative since last year. I've told Fidelity, they just haven't told him. This is the second time we've been through this dance.

Folks say Fidelity has better service than Vanguard.... Hahaha. That's very funny.
MRG is online now   Reply With Quote
Old 04-24-2018, 09:18 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
easysurfer's Avatar
 
Join Date: Jun 2008
Posts: 9,856
I pretty much avoid them as still feels like a sales pitch to me. I like the don't call me, I'll call them approach.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
easysurfer is online now   Reply With Quote
Old 04-24-2018, 09:25 PM   #5
Recycles dryer sheets
 
Join Date: Jul 2016
Location: Chicago
Posts: 158
Yes. It was simple. I called my rep and said I'd like to be re-assigned. He said "No Problem". Didn't ask 10 questions or argue. Just did it.
HarveyS is online now   Reply With Quote
Old 04-24-2018, 09:41 PM   #6
Moderator
Jerry1's Avatar
 
Join Date: Nov 2014
Posts: 3,016
Quote:
Originally Posted by HarveyS View Post
Yes. It was simple. I called my rep and said I'd like to be re-assigned. He said "No Problem". Didn't ask 10 questions or argue. Just did it.
I can’t imagine it would go any other way. They know full well that you can just as easily change financial companies. I’m sure they don’t want that. Never had to do it myself, but wouldn’t ask more than once and would be highly irritated if I got anything other than a new FA immediately.
__________________

__________________
Every day when I open my eyes now it feels like a Saturday - David Gray
Jerry1 is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Any good experiences dealing with Vanguard Flagship Services twolfy FIRE and Money 31 02-24-2013 02:54 PM
My Vanguard Flagship Services Rep Changed easysurfer FIRE and Money 36 11-23-2010 07:59 AM
Flagship Status at Vanguard Corporate ORphan FIRE and Money 11 09-28-2010 05:12 PM
Opinions of free consultation and financial plan offered by Vanguard Flagship NatureNut FIRE and Money 10 06-14-2008 11:20 PM

» Quick Links

 
All times are GMT -6. The time now is 09:12 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2019, vBulletin Solutions, Inc.
×