Overview

We are interested in purchasing or potentially merging. We have brought in approx. $130 million in AUM in the last 10 mths. A team approach including: J.D., CFP, 2-RICP, CLU, CRPS.
Extensive experience with: Personal Wealth Mgmt. / Company Retirement Plans / Insurance / more.
___-___-____ Cell ~ Bryan M. Farwell

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...