AdvisorPlanner LLC
www.advisorplanner.comJohn Donovan has 30 years industry experience in new business development (7 years) for two major independent BD and RIA custodian platforms; as a Financial Advisor (15 years) and industry recruiter(8 years). His experience includes NYSE, banks, independent BDs and registered investment advisor firms. #RIA #BD #Series24 #Series7 #CFP #financialadvisor #registeredinvestmentadviser #independent #consultant #assetcustodian #wealthmanagement
Read moreJohn Donovan has 30 years industry experience in new business development (7 years) for two major independent BD and RIA custodian platforms; as a Financial Advisor (15 years) and industry recruiter(8 years). His experience includes NYSE, banks, independent BDs and registered investment advisor firms. #RIA #BD #Series24 #Series7 #CFP #financialadvisor #registeredinvestmentadviser #independent #consultant #assetcustodian #wealthmanagement
Read moreCountry
State
Florida
Employees
1-10
Founded
2016
Estimated Revenue
$1 to $1,000,000
Social
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Chief Executive Officer - "Chief Everything Officer" and Managing Member
Email ****** @****.comPhone (***) ****-****
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(2)