Listen "4 -- The Registered Investment Advisor"
Episode Synopsis
The Registered Investment Advisor Episode Robb and Friedo are joined by Vern Bell, founder and President of American Elite Advisory, a fee-based advisory. Vern discusses how his firm offers a different view on investing than many other cookie-cutter firms offer, and how they have the ability to tap into some of the best and brightest portfolio managers in the business in order to best serve the client. Vern holds an MBA and BSMT from Amberton University, and entered the financial services industry in 2001. With over 20 years in the industry, he has gained an in-depth knowledge of the issues that clients face. Robb is an Investment Advisor Representative with American Elite Advisory and is licensed for health and life insurance in Texas and several other states. He and his wife Janette are the principal agents for Rothrock Insurance Solutions. Rothrock Insurance Solutions – 214-556-6550 www.rrinsurancesolutions.com Holder of an MBA and BSMT from Amberton University, Vern entered financial services in 2001. With almost 20 years in the industry, he has gained an in-depth knowledge of the issues that clients face.
More episodes of the podcast the Rothrock30
45 -- Preparing for Financial Uncertainty
20/08/2023
40 - Should You Convert to a Roth IRA
19/06/2023
39 - Making Your Money Last Longer
12/06/2023
36 - The Power of Trusts
22/05/2023
35 -- Back from Branson
15/05/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.