Overview

CFA Charterholder and CFP certificant with 9 years of Portfolio Management experience and 18 years of industry experience looking to buy a book of business or join an established practice as a successor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,500 days old

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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