Overview

I have 42 years in the insurance and financial advisory business. I enjoy doing 401(k) strategies and assuring people of a paycheck in retirement. I have also had 7 producers under my branch. I'm looking to be part of a "team" approach to client acquisition and strategic development.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

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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