Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Sandy, UT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$15,000,000.00
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.

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