Overview

I am an independent CFP(r). I work with four CFP's and two assistants, and we focus on comprehensive financial planning. I am primarily fee-based, and my client's pay for comprehensive financial planning via their advisory fees. I am interested in purchasing a book of business with 50-100 clients in the size fo 25-50 Million AUM.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...