Membership Demographics

FPA of the Greater Hudson Valley Membership Profile:

 

Total Membership: Approximately 250
Education:

Bachelor's Degree - 180

Master's Degree - 94

Doctorate - 13

Insurance License:

Life Insurance - 143

Health Insurance - 136

Property Insurance - 14

Fixed Annuity - 118

Variable Annuity - 126

Professional Designations:

CFP® - 173

CPA - 28

ChFC - 22

PFS - 12

JD - 10

CFA - 3

RIA / IAR Type:

SEC Registered - 118

State Registered - 67

License Type:

Series 7 - 118

Series 63 - 108

Series 65 - 68

Series 66 - 13

Broker/Dealer: Broker Dealer Affiliated - 119

 

Interested in demographic information about FPA National?

 

Please note: the above information is approximate and is intended to give potential sponsors an estimation of the professional desginations and expertise of our membership.

 

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GHV - Peregrine Asset Logo (JPEG)

GHV - Security Benefit (JPEG)

 

GHV - Wells Fargo Logo (JPEG)

 

GHV - MetLife logo (JPEG)

 

GHV - Aquarock

 

GHV - Group M Logo 2 (JPEG)

 

GHV - BNC Home Logo (JPEG)
GHV - ACE Home Logo 2 (JPEG)