Overview

I work for a large regional bank based brokerage and am looking to grow by purchasing small practices, in addition to my own organic efforts, and bank based referrals. I am a CFP(R) Professional, and run a very planning based practice focused on fee based advisory business. I do comprehensive planning including life insurance, long term care, annuities, and estate planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 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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