Overview

Currently, I am a servicing advisor for a firm in Lubbock, TX. I am responsible for developing retirement plans for new prospects, client service, and meeting with around 150 clients on an annual basis. I also focus on prospect outreach and marketing opportunities. I currently have no ownership in the firm that I work for and am solely compensated via salary. My goal is to purchase a book of business that will give me the opportunity to grow my own firm. I have eight years of experience in the industry and have developed plans to provide lifetime income for over $100,000,000 worth of assets. I have experience working with the federal retirement system, TRS, and various oil field companies.

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

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

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...