Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Salt Lake City, UT, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$550,000.00
# of Accounts
350
Avg Client Age
50
Overview

I am an independent rep with Cambridge Investment Research. Part of a team called Investment Management Consultants.

My favorite platform is TD Ameritrade. I am a DFA advisor.

About 50% of my business is helping with 401k Plans. I am a member of the Retirement Plan Advisory Group (RPAG) as well.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...