Overview

Wish to purchase a "book of business" from an advisor nearing retirement or an advisor looking to exit the profession. I would prefer someone in Utah; however, that is not a requirement. I prefer clients with traditional stock, mutual fund/ETF, and bond portfolios. Have degrees in Finance, Accounting, and International Economics and I perform most financial services “In-House”. I'm a former OTC market-maker and derivatives trader with Morgan Stanley and equity analyst with Zacks Investments. Have 20 years of experience working in the brokerage industry.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred