Overview

My practice is 80% fee-based, 15% C share, 4% annuities, rest other. I've been licensed for 15 years. My client base is $28 million and I have plenty of bandwidth in my service model to take on more clients. I strongly encourage focusing on long term goals so my client base has been relatively calm during market corrections. Encouraging clients to do periodic financial plans keeps them focused on those goals. In addition, I send out quarterly newsletters.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...