Overview

I am an independent investment advisor representative (IAR) with Private Advisor Group and owner of a tax practice. We offer financial and retirement planning, fee-based investment management, risk management services, and tax preparation and advising services. We are looking to purchase other investment firms looking for succession planning or want to merger for collaboration as a team to grow.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
March 30, 2017

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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