Overview

I'm searching to expand my client base and or merge practices inside or outside of Montgomery Alabama, emphasizing in Life Insurance, Annuity, Mutual Funds and Employee Benefits. I've been in practice for 14 years with a concentration in risk management, employee benefits and income planning.


Last Activity
6 months or more

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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Resources
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