I am an adviser with one of the largest independent broker dealers in the industry. It is my belief that having a strong broker dealer will be very important given the changing landscape of our industry.
I have my series 7, 66, life and health licenses, I am also a Certified Wealth Strategist. My business consists of about 70% fee based and 30% commission income. My local firm is on its third generation owner and our team has over 175 combined years in the investment industry. We have built our practice through client acquisition as well as through adviser successions and have a great deal of experience in these situations.