Overview

Managing partner of a christian based and mostly advisory firm. Over the past several years 85% of the firms revenue has been advisory. Some revenues are generated through mutual fund sales and insurance products including term life and disability. Insurance sales have not been marketed and are placed after comprehensive financial plan conversations and/or implementation.

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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Resources
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