Listing in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Phoenix, AZ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

Investment Advisor who specializes in product development and small business retirement services. In the process of moving to Phoenix and looking to join or possibly purchase a firm. Ten years experience as a buy-side analyst with extensive work in new product development. Recently started consulting for small businesses, helping them through the process of implementing a 401k or IRA plan. Looking to merge with or purchase a firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...