Overview

I started at Morgan Stanley and am currently with Mass Mutual (just started my own DBA/group). My business has always been geared towards 50 year old's and up. I have a mixed book between investments and insurance/annuities. Much heavier on the insurance/annuities side. Im looking to buy a book that is heavier on the investment side. I do 95% fee based for investments. A mix of passive and active management depending on client age. I'd like to stay with my current BD and buy a book form a producer that is willing to stay on for at least a year to personally introduce me to their current clients. I also may consider buying with another advisor.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...