Overview

I own a business of over $35 million of AUM, with about 65% fee-based, 15% alternatives, 10% commissioned and 10% insurance and annuities. I am a Certified Financial Planner™ with 27 years experience, series 7, 9, 10, 24, 63, and 65, and life, health and variable annuities licenses. I am very service-oriented. I set up a system that I believe is exceptional. I have ten to fourteen years left before I retire and am looking for a succession plan and perhaps a partnership, but the fit MUST be right.

Market
Advisor/RIA
Last Activity
this month

Business Data

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