Overview

I am an St. Louis-based investment professional with the CFA, CFP(r) and CIMA(r) designations. I have over 20 years of industry experience. I am seeking the opportunity to be the successor for / buy into an existing financial services practice.

Market
Advisor/RIA
Member Level
Basic
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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