Overview

I run an independent Financial Advisory business located inside a bank facility. I have been doing this for 17 years. My service model is to treat my clients like family, learn about them as fully as I can, then build a life-long plan to fit them individually. My book of business is made up of my efforts, plus the addition of four additional, abandoned, "partial" books from brokers who left the business without selling their books.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...