Overview

I would like to acquire a wealth management practice focused on REITs and other growth and income related investments. I have a CPA/financial planning & portfolio management background with many years of experience directly managing client portfolios, primarily in income oriented stocks, bonds, and real estate.

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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