Larry Qvistgaard Email and Phone Number
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Larry Qvistgaard phone numbers
For over 30 years I've helped financial advisors grow their businesses through innovative sales and marketing strategies. I've also designed and distributed fixed and variable financial services products and programs. In 2007, I sold the broker/dealer and registered investment advisor I founded in the mid-1990's and struck out on my own as a financial advisor.After several years, I realized that while I loved helping my clients build and preserve their wealth, I wanted to return to working with financial advisors. While not losing touch with my retail clients, I found a way to combine my two passions within the financial services industry, as a consultant - an Advisor for Financial Advisors.Why Advisor for Financial Advisors? Because, after years of running a large corporation and working with financial advisors who were, by and large, small business owners, I realized that I had access to support systems and networks that they didn't.Large businesses have key hires, boards of directors and paid consultants to turn to for, among other things, business development and expansion strategies as well as product management and due diligence.As small business owners, where do financial advisors turn for this sort of support and guidance? They can look no further than the Advisor for Financial Advisors.I bring financial advisors access to my years of experience in Sales, Marketing, Product Development and Distribution within the financial services industry. I am a "sounding board" for new product implementation along with their sales and marketing endeavors.Let me be your Thought Leader. Helping you bring sales and marketing ideas to life.
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President, CooDuncan Advisor Resources Feb 2016 - PresentIrwin, Pennsylvania, UsAs President of Duncan Advisor Resources, a division of Duncan Financial Group and a branch office of Cambridge Investment Research, I oversee day-to-day operations of the multiple branch offices associated with our organization, providing the branch managers and the advisors they supervise with the service, support and resources to help in the growth and operation of their practices.Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and DFA/DFG are not affiliated. -
Branch ManagerCambridge Investment Research May 2013 - PresentFairfield, Ia, UsI own SMC Wealth Management. I guide individuals, whether retirees or pre-retirees, through the retirement and income planning process.I am also President of Duncan Advisor Resources. In this capacity, I oversee day-to-day operations of the multiple branch offices associated with our organization, providing the branch managers and the advisors they supervise with the service, support and resources to help in the growth and operation of their practices.Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SMC are not affiliated.Larry Qvistgaard CA Insurance License #0702166 -
Managing DirectorAtlantic Financial Group May 2013 - Feb 2016I am a branch manager within a fast growing branch at Cambridge Investment Research, my principal responsibilities are to recruit, train, motivate and supervise the financial advisors who are affiliated with my branch office.
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Advisor For Financial AdvisorsMedallion Financial Distributors Jan 2009 - Jan 2016Boardman, Oh, UsFinancial Advisors need support and guidance with various aspects of their business. For their sales, marketing and product due diligence support, I'm their advisor, mentor and business partner all in one.From business planning to implementation of a new marketing program, I provide Financial Advisors with the sales and marketing concepts, product training, and tools needed to support and grow their businesses. -
President, Co-FounderSmc Advisory Network, Llc Dec 2012 - Jul 2013Drawing on my past experience in developing an independent Broker/Dealer and Registered Investment Advisor, the founding of SMC Advisory Network was born. As a Registered Investment Advisor, SMC is focused on supporting today's successful independent financial advisors.While many financial advisors want the flexibility to run their own company, not many want the responsibility to actually run an RIA. So, they either opt to stick it out with their Broker/Dealer or give up their securities license and accept their fate. The successful insurance agent wanting to build deeper client relationships has had no options available. Until now. Today, with SMC, they all now have an option.My responsibility is to develop the company, find programs and services suited for our advisors' clients and ultimately help our advisors grow their businesses.Contact me to find out if SMC Advisory Network is in your future.
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Financial AdvisorMulti Financial Securities Corp Jul 2007 - Dec 2012Denver, Co, UsAs a Registered Principal and Investment Advisor Representative, I specialize in retirement planning and corporate qualified plan management. I provide financial advice in delivering personalized retirement plan solutions.Securities and investment advice offered through Multi Financial Securities Corporation, a registered Broker/Dealer and Investment Advisor. Member FINRA and SIPC. QFA is not an affiliate of MFSC. -
Vp Sales & MarketingLegacy Financial Services Apr 1994 - Jul 2007Petaluma, California, UsResponsible for overall development of the company from recruiting financial advisors to, sales management, marketing and promotion. -
Marketing Vice PresidentRegan Holding Corp. Jan 1990 - Jan 1994Recruit, train and motivate financial advisors on the company's products. Developed proprietary variable life and annuity products.
Larry Qvistgaard Skills
Larry Qvistgaard Education Details
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University Of California, BerkeleyLegal Studies -
Pacific Lutheran UniversityGeneral -
San Rafael High SchoolHigh School
Frequently Asked Questions about Larry Qvistgaard
What company does Larry Qvistgaard work for?
Larry Qvistgaard works for Duncan Advisor Resources
What is Larry Qvistgaard's role at the current company?
Larry Qvistgaard's current role is President, Duncan Advisor Resources.
What is Larry Qvistgaard's email address?
Larry Qvistgaard's email address is lq****@****hoo.com
What is Larry Qvistgaard's direct phone number?
Larry Qvistgaard's direct phone number is (707)-778*****
What schools did Larry Qvistgaard attend?
Larry Qvistgaard attended University Of California, Berkeley, Pacific Lutheran University, San Rafael High School.
What skills is Larry Qvistgaard known for?
Larry Qvistgaard has skills like Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income Strategies, Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, Iras.
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