Overview

Former corporate CFO with over 30 years experience helping investors manage their investments. Offices in North and South Carolina, registered as needed around the country. Seeking to add another book to my business, to grow my critical mass. High service orientation, "My clients are my friends, my friends are my clients"

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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CRM Systems

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Resources
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