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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...