$15MM AUM | $110,000 GDC in Sandy, UT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Sandy, UT, US
Fee 0% Commission 100%
Gross Revenue
$110,000.00
# of Accounts
100
Avg Client Age
55
Overview

I've been in the business over 20 years. Started out as a full-time agent with Connecticut Mutual. Sold Life, DI, LTC as well as mutual funds and variable annuities. Earned CLU and ChFC as well as CFP designations. Branched out into employee benefits including health, life, LTD and 401k/profit sharing plans. Moved practice to independent B/D, earned Series 7, added managed money and full financial planning to business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...