Overview

Manage stock and mutual fund accounts as Portfolio Manager,
in business for 38 years. Interested in acquiring/merging assets in investment and retirement accounts with possible succession opportunities.

Market
Advisor/RIA
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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