Overview

I have had a small book of business for the last 9 years while filling a home office role in two different broker/dealers. I left my salaried position at the beginning of this year to concentrate on growing my practice. I am looking for smaller, local books of business to compliment my organic growth. I am a fee based investment advisor and insurance agent providing full service financial planning for clients.

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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