Overview

I have been in the insurance and financial services industry for 25 years. I just sold my property & casualty agency that has consumed most of my time since 2010, and have now moved to LPL and shifted my focus to retirement planning, estate planning, wealth management and college planning. I would like to purchase a financial book to quickly replace the income stream that I had with agency I sold. I have a Masters of Science in Financial Planning & RICP designation and I'm working on the AEP & CAP designations (expecting to finish in 2023).

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...