Overview

Looking to grow my practice though the acquisition of another firm. My business is mainly made up of annuities and advisory accounts with some Non-traded REITS and a couple of 401k plans. I have been focusing on building my advisory and planning business. I am focused on building long-term client relationships. I have been an advisor for 20 years having started in the business in 2000 with Merrill Lynch.

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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