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Consolidated Portfolio Reports 3-31-2025
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Contact Information
Name
*
Email
*
Phone Numbers
Business Information
(AUM) part you
Previous Year GDC
Current GDC (YTD):
Total Assets Under Management (AUM)
Advisory Business
Commission Business
Current Broker-Dealer (if applicable)
Current Custodians
Licensing & Services
Licenses Held (check all that apply)
*
Series 6
Series 7
Series 63
Series 65
Series 24
Life & Health
Other
Services You’re Interested In (check all that apply)
Premier Admin Support
Money Management
Financial Planning
Premier Insurance
Other
Support & Resources
Do you currently have back-office support or an administrative assistant?
Yes
No
Would you need office space?
Yes
No
Possibly in the future
Are you part of a team?
Yes
No
If you are part of a team please list team members and their roles:
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