Overview

Over 22 years in the business. Office in Owings Mills. Majority of clients in the surrounding area inclusind Towson, MD area. Currently manage over $130 million. Looking to covert to pure fee based. About half my revenue currently comes from c shares, UIT rollovers, and annuity trails. Primarily work with seniors. Average eclient age 65. Product mix consists of annuities, mutual funds, UIT's, alternative investments, and structured notes. Looking to expand my practice organicaly as well as through aquisitions. Very interested in communicating with you.

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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