Overview

I was a mutual fund wholesaler for 15+ years and made the transition to becoming a financial advisor almost 2 years ago. I'm working to grow my business, but I'm very interested in acquiring a book of business or working with someone looking to retire over the course of the next few years (a succession plan). I'm primarily fee based, but I do have clients that prefer traditional brokerage.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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