Overview

I am part owner of an OSJ and Insurance Agency that grew through a single acquisition to more than $100 mil in AUM. I also own a North Carolina registered RIA. We are looking to grow assets, whether securities, insurance or fee based, through a proven succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...