Overview

I have been a financial advisor for 29 years and have bought 2 other advisor's practices over the years. I've recently expanded my employee base in preparation for buying another practice in 2020. I hope to find an advisor looking to sell his or her practice due to retirement.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...