Overview

Fee-based Financial Planner; 90% of my revenue is generated from these Planning clients. I have a well balanced mix of Protection and Investment produce solutions in place. I am looking for acquisition and merger opportunities to broaden my asset/income base with 10 years to retirement. Want to increase assets under management and continue the excellent client relationships a previous advisor has developed to bring value to our firm's (or an independent firm's) internal 'Teaming/Partnering' initiative.

Last Activity
within 6 months

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