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11-20-2010, 08:50 PM
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#21
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,000
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Quote:
Originally Posted by bentley
... After all, he...
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My he has a feminine voice and identifies himself as Amanda...
__________________
Numbers is hard
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11-20-2010, 09:05 PM
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#22
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,021
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I'll become a Flagship customer in the New Year when I roll over my 401k. Sounds like I will be under-whelmed.
Just looked, and I'm a Voyager Select customer at present and apparently should already a have a Voyager Select representative. Oh well, at least I can't complain about him bothering me.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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11-20-2010, 10:09 PM
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#23
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,773
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Quote:
Originally Posted by REWahoo
My he has a feminine voice and identifies himself as Amanda...
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We have Amanda "S." too!
I agree that maybe there's just one (and even though it's a feminine voice, she's really "A man, duh."
__________________
“Would you like an adventure now, or would you like to have your tea first?” J.M. Barrie, Peter Pan
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11-21-2010, 05:19 AM
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#24
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Full time employment: Posting here.
Join Date: Feb 2009
Posts: 886
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I will say that my Vanguard Concierge representative worked hard and efficiently to get assets moved form Merrill Lynch, and has been constantly available through the process.
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11-21-2010, 11:27 AM
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#25
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Full time employment: Posting here.
Join Date: Apr 2006
Posts: 880
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I've been with Vanguard (FS status) since March 09. I'm on my 3rd personal advisor/rep although I've only talked with them when I initially set up my accounts.
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11-21-2010, 01:05 PM
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#26
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Recycles dryer sheets
Join Date: Nov 2003
Location: Charlotte
Posts: 360
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Our representative has always been helpful. Set us up with a CFP when we had some questions about gifting to grandchildren and when my wife had an inheritance. We just don't use them very often.
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11-21-2010, 02:15 PM
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#27
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,668
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Quote:
tour guides all have other jobs at VG and are volunteers to lead tours
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Another reason that my ER continues to go down. Thanks for sharing.
__________________
Part-Owner of Texas
Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx
In dire need of: faster horses, younger woman, older whiskey, more money.
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11-21-2010, 03:57 PM
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#28
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2008
Posts: 12,566
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No Flagship here - I'm merely a Voyager Select customer in the midst of an attempt to roll over a CSRS Voluntary Contribution account to a Roth IRA. It's not a common transaction, so I'm running into bureaucratic inertia (especially now we have entered the sacrosanct Holiday Period!!), but not Vanguard inertia. The Vanguard rep gave me good instructions from their end, and has called me twice to see if everything's going OK from my end. Of course VG stands to gain from the transaction, but still - I'm impressed by how she took ownership of the process.
Amethyst
__________________
If you understood everything I say, you'd be me ~ Miles Davis
'There is only one success – to be able to spend your life in your own way.’ Christopher Morley.
Even a blind clock finds an acorn twice a day.
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11-21-2010, 05:12 PM
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#29
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Nobody at Schwab calls me since I made it clear I do not wish to be pestered. But when I call them I usually have a quesion so blindingly simple that they can answer it right away, or a question that requires someone to call me back once they figure out who can answer my question. But no complaints on service.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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11-21-2010, 05:50 PM
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#30
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2005
Location: Chicago
Posts: 13,149
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Quote:
Originally Posted by brewer12345
Nobody at Schwab calls me since I made it clear I do not wish to be pestered. But when I call them I usually have a quesion so blindingly simple that they can answer it right away, or a question that requires someone to call me back once they figure out who can answer my question. But no complaints on service.
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No incoming calls from my Schwab rep either and for the same reason. Like you, I find calls to their 800 number generally give excellent results. And we live near a brick and mortar office, so I usually see my assigned rep in person once every year or two with a small list of projects for him. Last time it was setting up POA's for DW, my son and myself on each others accounts. Also, he's quite versed in the nuts and bolts of investing procedures and doesn't mind Q and A sessions on getting things done via their web site.
I usually get several years out of a rep before he/she moves on.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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11-21-2010, 07:03 PM
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#31
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2005
Location: Charleston, SC
Posts: 13,566
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I work with one of Schwab's Orlando-based institutional service team on a daily basis, so if I have any sort of question, they get right on it.
I have been less impressed with the Alliance CSRs at Schwab when I've had rare occasion to call them (they are the "regular" customer reps that account holders must contact). And judging by some of the boneheaded answers they give my clients every now and again, they might need some more training.
The only bad experience I've ever had is with a retail Schwab office rep telling one of our clients some bad information and then not correcting it.
__________________
“One day your life will flash before your eyes. Make sure it's worth watching.”
Gerard Arthur Way
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11-21-2010, 08:38 PM
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#32
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Thinks s/he gets paid by the post
Join Date: Feb 2005
Posts: 2,032
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Quote:
Originally Posted by Sarah in SC
I work with one of Schwab's Orlando-based institutional service team on a daily basis, so if I have any sort of question, they get right on it.
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I am of the opinion that the Schwab IST reps are hands down THE BEST in the business. Schwab is a company where being a service rep is a career, not simply a stepping stone.
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11-22-2010, 06:24 AM
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#33
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2005
Location: Charleston, SC
Posts: 13,566
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I agree wholeheartedly with that, Saluki. And that sabbatical program they offer employees is sweet!
__________________
“One day your life will flash before your eyes. Make sure it's worth watching.”
Gerard Arthur Way
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11-22-2010, 09:49 AM
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#34
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Full time employment: Posting here.
Join Date: Nov 2010
Posts: 628
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Vanguard Rep
I moved an inherited IRA to Vanguard. The rep was adamant about leaving the IRA rollover in the same name. I checked further and discovered that changing the joint ownership would have triggered a large tax hit. I received some good advise on what was to me, an arcane tax pitfall. BTW, this was better advise than other professionals gave. YMMV.
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11-22-2010, 07:49 PM
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#35
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by devans0
I moved an inherited IRA to Vanguard. The rep was adamant about leaving the IRA rollover in the same name. I checked further and discovered that changing the joint ownership would have triggered a large tax hit. I received some good advise on what was to me, an arcane tax pitfall. BTW, this was better advise than other professionals gave. YMMV.
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Interesting....almost all financial firms will NOT transfer that type of account unless the registration stays the same, FINRA and SEC rules. Whose "advice" did you get that did not know that?
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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11-23-2010, 05:14 AM
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#36
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Full time employment: Posting here.
Join Date: Feb 2009
Posts: 886
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This Thread is USELESS without pics.........
Here is a Photo of HMS Vanguard, a British Battleship whose explosion in Scapa flow with the loss of 802 lives was one of the great disasters of WWI
Well You asked for pictures...
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11-23-2010, 06:59 AM
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#37
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2005
Location: Charleston, SC
Posts: 13,566
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And good luck getting one moved with a different Tax ID #, either!
__________________
“One day your life will flash before your eyes. Make sure it's worth watching.”
Gerard Arthur Way
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