Overview

My business is based on a hybrid platform mostly transactional over last 20+ years. My practice is making a major change with my philosophy on how clients wealth is structured. An emphasis on tactical money management will reverse my current perception as the insurance person and increase a revenue stream from mostly commissions to fees from growing my AUM. This philosophy will follow on any new portfolio acquisitions, and in the long run be better for the client's wealth.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,303 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...