Overview

My name is Jeni Tryon. I am looking to grow through acquisition in the very near future, 12 months or less. I have a seasoned service team. I am also a CFP, CDFA, 20 years in the business. Worked as a broker at Salomon Smith Barney for 5 years before moving to LPL since 2002.

I now utilize eMoney extensively and focus on comprehensive management. Aside from credentials, I believe one of my strengths is building meaningful, long relationships with my clients and their families. They aren't a number to me or my staff. I am 43 so I still have a long career ahead of me as well. My website is ___ I would really like to speak with you if you are serious about selling and finding a trusted advisor for your relationships.

Sincerely, Jeni

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...