Overview

I have been an advisor for 4 years and I would like to accelerate the growth of my practice by purchasing an advisor's book of business. I passed the CFP exam in July 2016 as a way to differentiate myself. I am a technical advisor by nature, a very detail oriented person, type A, looking forward to owning my own business soon. I work with clients large and small, and have 4 years of experience working with group 401k plans.

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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Resources
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