Overview

I started in the insurance business in 1988 and started a financial planning firm in 1992. I write mutual funds, annuities, life insurance and have some money in managed accounts. I'm interested in buying a practice in my area to grow and have my son that is coming in the business assist me.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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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