Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Midland, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
55
Overview

I have managed for Prudential and MassMutual for the past 10 years. I am currently looking to build my own book or buy one somewhere in Michigan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...