Overview

I currently manage assets utilizing all available products & securities. I use individual securities, no mutual funds in my fee-based platform. All new business is from referrals. I am looking to acquire a new business in the Phoenix Metro area to continue to grow my business.


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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Resources
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