Overview

I hope to find other companies to acquire (retirement-minded advisors and younger advisors who might want to buy the business at some point). We manage 100% of client assets using either customized portfolios (individual stocks, bonds ETFs and mutual funds) or mutual funds and ETFs for clients with a smaller amount to invest. We custody client assets at Charles Schwab. I currently hold a CPA license and have earned the CFA designation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...