Overview

After being in the business for more than a decade, I have a diverse practice that handles advisory accounts, annuities, structured products, mutual funds, and more. I’m looking to grow my practice by acquiring books of business, both big and small. I have the financial reserves to act on large deals quickly. I’m looking for advisors that have a philosophy like mine, building and nurturing deep relationships with my clients, longetivity of client history, and finding balanced plans for my clients that take care of their financial future. I only look for clients, not customers, so I can stay in business for years to come

Market
RIA
Member Level
Basic
Last Activity
6 months or more

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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