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He is a flat fee advisor; not a licensed insurance agent. Feeonly advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. In early 2015, Scott sold his ownership interest in the firm.
Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. transgender male and female investors.
In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.
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