Overview

I run and manage a financial planning practice comprised of 2 advisors and 3 full-time sales support. Our focus is on comprehensive financial planning. We have successfully purchased practices in the past. We are interested in practice acquisition opportunities. We have a well defined client service model and are in the top 1% of advisors within the company.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...