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.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...