Overview

My Business is focused on financial planning. The business is primarily fee based that invests in SMA's, Mutual Funds, and ETF's. I also have high net worth clients that I build Bond portfolios for as well. My client base ranges from 25-75 years old. I was a mutual fund wholesaler for 15 years prior to becoming a Financial Advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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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