Overview

Our practice is primarily a RIA firm clearing through Schwab using individual securities, ETFs, and some Mutual Funds. I use my broker dealer for Variable Annuity Business only. I am 42 years old and have been in the investment business for 18 years. I am interested in acquiring assets or taking over books of business. I would prefer fee based practices or variable annuity accounts.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 23, 2015

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...