Overview

I manage approximately 350 accounts and my revenue generated in 100% transactional based.20% of the current AUM divided between Annuities and Individual Stocks. I've been in the industry for 25 years now and haven't pinpointed an exact date for retirement just yet. However, it will be within the next 3-5 years and I understand that succession planning is a process.

Last Activity
6 months or more
Listing Age
213 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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