Overview

I have had a practice that focusses on comprehensive wealth management and financial planning for 20 year. I have successfully merged 3 other small books of business with my own and am looking to more clients that would be a good fit for my practice. I have been with LPL since 2003. I manage over $50 million with roughly 50 families. I have 2 staff members and have just added a junior planner. Thank you, Carlo

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...