Overview

I would like to merger/join an RIA. I have over 30 yrs experience. I need a firm with an office I can meet clients at and perhaps a big name firm.
I focus on the boomer generation for income planning with SMA's, annuities and max funded IUL's


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...