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AdvisorPlanner

AdvisorPlanner

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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About AdvisorPlanner

Founded

2016

Estimated Revenue

$1M-$10M

Employees

1-10

Category

Sector

Communications Services, Not Elsewhere Classified

Industry Group

Communications Services, Not Elsewhere

Industry

Financial Services

Location

City

St. Petersburg

State

Florida

Country

United States

Tech Stack (4)

search

Analytics and Tracking

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