Overview

I have been in the financial industry for over 15 years, 10 of that in internal wholesaling. I have always wanted to go out on my own and have my own practice. I’m looking to acquire a book, with an opportunity to be mentored. I have a lot of talent in retirement planning, a big heart for people and would like the opportunity to apply that.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
July 6, 2016

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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