Overview

I am interested in acquiring an existing practice in the Seattle area. I have 23 years experience in financial services including a CFP(r) and MS in Personal Financial Planning. My current practice is fee based, I am a fiduciary, and I place an emphasis on financial planning, ETF's, and individual stocks

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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