private function createRiaCompanyInformation(User $riaUser) { $riaCompanyInfo = new RiaCompanyInformation(); $riaCompanyInfo->setRia($riaUser); $riaCompanyInfo->setState($this->getReference('state-New York')); $riaCompanyInfo->setName('Mortal Kombat Advisors'); $riaCompanyInfo->setPrimaryFirstName('Lord'); $riaCompanyInfo->setPrimaryLastName('Raiden'); $riaCompanyInfo->setWebsite('http://www.wealthbot.io'); $riaCompanyInfo->setAddress('1 Commercial St'); $riaCompanyInfo->setOffice('Suite 555'); $riaCompanyInfo->setCity('New York'); $riaCompanyInfo->setZipcode('12334'); $riaCompanyInfo->setPhoneNumber('5558588888'); $riaCompanyInfo->setContactEmail('*****@*****.**'); $riaCompanyInfo->setAccountManaged(3); $riaCompanyInfo->setIsAllowRetirementPlan(true); $riaCompanyInfo->setMinimumBillingFee(500); $riaCompanyInfo->setIsShowClientExpectedAssetClass(true); $riaCompanyInfo->setClientsTaxBracket(0.1); $riaCompanyInfo->setUseMunicipalBond(true); $riaCompanyInfo->setRebalancedMethod(1); $riaCompanyInfo->setRebalancedFrequency(4); $riaCompanyInfo->setIsSearchableDb(true); $riaCompanyInfo->setMinAssetSize(50000); $riaCompanyInfo->setActivated(true); $riaCompanyInfo->setTransactionAmount(200); $riaCompanyInfo->setIsTransactionFees(true); $riaCompanyInfo->setIsTransactionMinimums(true); $riaCompanyInfo->setIsTransactionRedemptionFees(true); $riaCompanyInfo->setIsTaxLossHarvesting(true); $riaCompanyInfo->setTaxLossHarvesting(50000); $riaCompanyInfo->setTaxLossHarvestingPercent(0.1); $riaCompanyInfo->setTaxLossHarvestingMinimum(100); $riaCompanyInfo->setTaxLossHarvestingMinimumPercent(0.1); $riaCompanyInfo->setIsUseQualifiedModels(false); $riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE); $riaCompanyInfo->setAllowNonElectronicallySigning(true); $riaCompanyInfo->setStopTlhValue(4.2); /** @var Custodian $custodian */ $custodian = $this->getReference('custodian-td-ameritrade'); $riaCompanyInfo->setCustodian($custodian); return $riaCompanyInfo; }
private function createRiaCompanyInformation(ObjectManager $manager, User $riaUser) { $riaCompanyInfo = new RiaCompanyInformation(); $riaCompanyInfo->setRia($riaUser); $riaCompanyInfo->setAccountManaged(1); $riaCompanyInfo->setAddress('Ekvator'); $riaCompanyInfo->setCity('Nsk'); $riaCompanyInfo->setAdvCopy('none.pdf'); $riaCompanyInfo->setClientsTaxBracket(0.12); $riaCompanyInfo->setContactEmail('contact_' . $riaUser->getEmail()); $riaCompanyInfo->setIsAllowRetirementPlan(true); $riaCompanyInfo->setIsSearchableDb(true); $riaCompanyInfo->setIsShowClientExpectedAssetClass(true); $riaCompanyInfo->setMinAssetSize(10000); $riaCompanyInfo->setMinimumBillingFee(10); $riaCompanyInfo->setName('Wealthbot'); $riaCompanyInfo->setOffice('408'); $riaCompanyInfo->setState($this->getReference('state-Nevada')); $riaCompanyInfo->setPhoneNumber('3333333333'); $riaCompanyInfo->setPortfolioModel(NULL); $riaCompanyInfo->setPrimaryFirstName('RiaFirst'); $riaCompanyInfo->setPrimaryLastName('RiaLast'); $riaCompanyInfo->setRebalancedFrequency(1); $riaCompanyInfo->setRebalancedMethod(1); $riaCompanyInfo->setRiskAdjustment(1); $riaCompanyInfo->setUseMunicipalBond(true); $riaCompanyInfo->setWebsite('leningrad.com'); $riaCompanyInfo->setZipcode('12334'); $riaCompanyInfo->setAllowNonElectronicallySigning(true); $riaCompanyInfo->setPortfolioModel($this->createRiaPortfolioModel($manager, $riaUser)); $riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE); $riaCompanyInfo->setTaxLossHarvestingMinimumPercent(10); /** @var Custodian $custodian */ $custodian = $this->getReference('custodian-td-ameritrade'); $riaCompanyInfo->setCustodian($custodian); $manager->persist($riaCompanyInfo); return $riaCompanyInfo; }