What other investments/advice are you getting from this advisor? Just trying to get a gauge on whether this is an insurance agent with a Series 6 license parading as a financial advisor.

Any annuities?

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Posted by DUKE87

Covington, LA

Member since May 2021

680 posts

Posted on 3/1/24 at 7:29 am to slackster

No annuities. Our advisor seems to make $ on selling life insurance the most.

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