Overview

Been a financial advisor only 2 years now. Prior to becoming a FA, worked at an insurance company in the annuity division. The book I currently have is mainly annuity sales because of my background, but is shifting toward fee based. I am looking to either work with an advisor who is looking for a succession plan or looking for a book of business to take over.


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

Business Data

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Clearing Firm / Custodian

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Resources
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