Overview

Considering a move in a few years, so may be interested in joining, merging, or buying a practice. I'm a CFP with 10 years in the financial services business, following a 22 year career in the tech industry as an engineer/manager/executive.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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