Larry Qvistgaard
Branch Manager @Cambridge Investment Research, Inc.
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WORK HISTORY
Branch Manager @Cambridge Investment Research, Inc.
San Clemente, CA, US
I 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 #07•••66
EDUCATION
San Rafael High School
High School
Pacific Lutheran University
Legal Studies, General
University of California, Berkeley
BA, Legal Studies
SKILLS
ABOUT LARRY QVISTGAARD
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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