Overview

Seasoned solo practitioner with a combined 20 years in insurance and investment industries. Principally interested in opportunities such as merging or aligning my practice with like-minded practice for purposes of continuity, growth, succession, and efficiencies.


Last Activity
this month
Listing Updated
Dec. 21, 2023

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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Resources
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