Overview

Business mix between management and production through commissions and fee based account management. Currently consulting as FINOP for broker-dealer. I additionally own and operate State registered RIA, supporting personal production and support for three additional IARs. Seeking to take over, merge, expand etc. all lines of business and personnel.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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