Overview

I have been seeking to actively grow my managed account business (increasing from 4M AUM to 10M AUM in the past two and a half years) in an effort to build a revenue model that allows me to serve clients for financial planning needs while anticipating DOL changes upcoming to our industry.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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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