Overview

I am looking to purchase a book of business from a seasoned adviser who provides financial planning for medical professionals, and/or business owners. I'm young and am not the typical Millennial. I believe in hard work and dedication to clients' wants, needs, goals and values. I value customer relationships and giving back to my community.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Aug. 8, 2017

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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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