Overview

Looking to acquire another practice to continue my hands-on active management model whereby creating very strong relationship building accounts. I am a single producer with small support staff seeking to grow by acquiring another advisor's book of business that may be retiring and/or slowing down their workload. I enjoy meeting folks in their home and providing old fashioned customer service by really getting to know my customers. My goal is to continue working for at least another 20 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,501 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...