Overview

I manage a fee-only investment advisory and financial planning practice. I primarily use ETF's, individual stocks, mutual funds, and options (in that order). I am interested in acquisition opportunities with smaller firms in my area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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