Overview

I am looking to transition into the Independant Financial Advisor space outside of the bank. I have been in retail banking for 12 years and have moved up from Personal Banker to Financial Advisor for the past 8 years. I would like to have the ability to offer more sophisticated investment options to clients outside of the typical major bank models.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,222 days old

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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Variable Annuities

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Insurance Business

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