Overview

I have 29 yrs experience in this industry with no marks on my record. I am a branch manager of 2 branch offices for the 2nd largest independent B/D in the industry. I have $18 million in AUM personally and would like to add to my book for my transition out of management someday. I live in LaGrange, my wife is an attorney, and I have a 7 year old boy.

Last Activity
within 2 months
Prequalified
Up to $750,000

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...