Overview

I am a financial advisor with a comprehensive financial planning practice looking to expand on my fee-based investment management business. I use several fee based platforms focusing on efficiency of the portfolio in cost/value area using individual securities, ETF's and MF's. Looking to scale with acquisition and/or merger/continuity. Willing to move to a new platform if it is a good fit with tools and technology.

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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