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.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...