Overview

Looking to take over a book of business preferably made up of mutual funds and other investment accounts that I can convert to managed money with on going revenue and work with the clients on a financial plan through emoney. I have been in the business since 2007, but gave up my book of business when I left my mentor and old firm and had to recently start over.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...