Overview

I have been in the financial services industry for 10 years, all with the same firm. The majority of my career has been spent acquiring clients that I feel are responsible, live within their means, and are willing to be helped. While I continue working with these individuals I am also looking to build relationships and acquire practices that are in need of a succession plan. I am very passionate about helping individuals create abundant lifestyles for themselves and their families. Please feel free to reach out to discuss my value proposition and how we may be able to mutually benefit from one another.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...