Overview

I currently operate as a junior advisor in a partnership practice with a senior advisor with 35 years of experience and about $63,000,000 in assets mainly in a fee based model using financial planning as a big value driver. We are both licensed for insurance and annuities, but do very little in the space. We are mainly focused on growing our business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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