Overview

I'm a hybrid, but mostly fee-based. I manage portfolios of stocks and mutual funds but also outsource to money managers. I do some qualified plans. I also do financial planning and some life, long term care, and disability. I'd like to buy out a practice.

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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Resources
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