Overview

$3MM AUM / $75 Gross Revenue / My business is comprised primarily of Mutual Funds. I also hold positions in Life Insurance, stocks and Annuities, in that order.

I really haven't decided on a retirement date but realize planning is important and may retire in approximately 8-10 years.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Member Since
June 19, 2017

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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Technology Solutions

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CRM Systems

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