Overview

I have 20 years experience in the financial industry. I specialize in preparing clients for retirement with income distribution planning. I work with client that have accumulated wealth and need to plan strategies to protect their wealth and transition into retirement. I am looking to purchase a business in order to increase my AUM and expand my practice into other parts of NM.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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Insurance Business

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Resources
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