$5MM AUM | $20,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Merge | Continuity | Successor
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
50
Avg Client Age
27
Overview

I have been running a financial planning and consulting practice since out of College in 2012. I was a manger and lead a team for a year at my previous firm in which in 2015 I made a transition back into personal production to build my clientele.

I am a young, motivated, skilled financial advisor with expertise in all areas of financial planning including insurance architecture (life and disability), permanent life insurance planning as an asset class, investment and portfolio design and management, and high net worth estate planning solutions for affluent families in which most advisors don't offer - utilize 3rd party strategic partners for some of the planning work and can bring a network of proven professionals that will provide highest value to your clients.

I am looking for an opportunity to work with a strong, first class team where I can be of true value and have some more stability in my life. I am looking to bring my knowledge and expertise into a collaborative environment and give myself the opportunity to work with quality clients.

Thank you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...