Overview

Ideally I'm looking to purchase a similar practice with assets of $50 to $100 million. I have been in the financial advisory business for over 17 years and have a impeccable reputation and record. Due to the trust my clients have placed in me, my business is primarily discretionary and fee-based with a focus on retirement planning. A large percentage of relationships have come from local blue-chip companies with legacy pension plans in which we consolidate clients retirement assets into IRAs.

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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