AdvisorPlanner LLC

www.advisorplanner.com

John 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

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John 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

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Country

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State

Florida

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Employees

1-10

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Founded

2016

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer - "Chief Everything Officer" and Managing Member

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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