Excel, Word, other MS programs
CRM - Salesforce, Redtail and others
Social Media Marketing
Client followup and appt setting
Processing Custodian Paperwork (i.e. TD, Schwab, Fidelity and others)
Creation of PDF fillable forms
Use of cloud based systems
Support and Training of Staff
Skype, google Voice, other apps
Video conferencing, Zoom
Areas we can benefit you
Bachelors Degree Human Services and Counseling with a Minor in Economics
Certified Financial Educator - CFE - The Heartland Institute, Denver Co
16+ years in the Financial Industry
Licensed Assistant for an Independent Broker via Securities America Inc,
The Entrust Group facilitating Alternative investments within IRAs.
Held my Series 66 til 2012 - am now studying for my 65 - Again!!
Held my NV Insurance License until 2013
Alternative Investment Processes
Active in my Christian Community where ever I go.
We have been working in the Financial Industry since 2001. Darcel worked for the first 11 years as Licensed Brokers Assistant, next 2 years for The Entrust Group facilitating alternative investments for clients and client services in Reno, NV. Moved to St. Peters, Mo after the housing industry tanked. This is where Va At Large came to be. Affiliating with Dynamic Wealth Advisors and, supporting a number of their advisors. In 2014 Texas was offering a better business environment and with our growth Jessica joined the team as partner and we have been building ever since. We would love the opportunity to help your advisory or small business become more successful. Outsourcing administrative services frees you up to do what you do best.
Assisting Financial Advisors and small businesses in your growth and success