Overview

I have been in senior management positions at the corporate level for the last 15 years and have always kept a small book of business. I have formed a Hybrid RIA and an attached insurance agency. I would like to jump start this endeavor by looking at a practice (or two) to purchase. I am a firm believer in leading with a plan and gathering ALL of a client's assets. I am also a firm believer in fee-based/advisory accounts.

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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