Overview

I started in the industry in 2004. Since starting, I have picked up my MBA, CFP, CRPC and AZ producers license. I have held the FINRA 7,6,66 and 63. I worked for several firms, though my desire to work as a fiduciary did not align with the large banks. In 2015, I set up my own RIA. I would like to purchase or take over a client base that fits my philosophy.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...