Overview

Financial Advisor, with 34 years of experience, currently converting my book of business into fee-based, with offices in the Altoona and Scranton areas. Very interested in purchasing an existing book of business.

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

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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