Overview

Have $63million in AUM. On track to do $615,000 in production in 2017.
93% of production is fee based and reoccuring.
I am a CFP and do a lot of planning.
I also am an accountant and do some tax returns. Looking to increase tax work and add personal and to assist with this effort.
I am looking to purchase assets from perhaps a retiring advisor (preferrably one already on the RJFS platform) or align with like minded advisors who may be struggling running a single office on their own.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...