Overview

I am an established advisor, with my own firm. I want to help you through your transition. I am the principal advisor with my own branding, website, networking, and outreach and ready for DOL changes. I have already acquired one book of business and I'm looking to acquire additional and help advisors transition to retirement. I have 2 associates which include an experienced advisor and a junior advisor. I am also looking to expand and add at least 1-2 more junior and experienced advisors or associates who would like to transition into the business or grow their existing business. I have staff to help these associates. I also have a Tax Preparer on staff to help the firm provide tax advise to all clients.
I want to be a bridge, and transitional agent, to those advisers looking to retirement and give them a fair market value for the business they have built over their life time. While at the same time I'm looking to be a bridge and transitional agent to those entering into the financial services business by offering mentoring and business building.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...