Overview

The majority of my clients funds are allocated toward all various types of Annuities (Variable, Fixed, Fixed Index). Roughly 10% invested in REITs. I manage approximately 100 accounts and 100% of my revenue generated is transactional. I've been in the industry for 32years. My clients are like family to me. It's very important that I find a like minded advisor that will treat them with the same compassion and integrity that I have exemplified over my many years serving them.

Last Activity
within 6 months
Listing Age
152 days old

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