Overview

I am looking to onboard one or more advisors, build a team to serve my clients, create a succession plan and expand my practice. My expertise is in estate planning and closely-held business planning. I would ideally bring in an advisory asset management practice and leverage our respective areas of strength.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...