Overview

I am looking to grow my book of business by purchasing an established book with a mix of AUM, Commissions and Insurance.

I have been in the financial services industry since 1996 which will be going on 22 years in January 2018 and hold my series 6,63 and 65 as well as insurance licenses in multiple states.

I am highly respected among my peers for my industry knowledge and experience as well as my honesty and integrity and always putting the client's needs first.


Last Activity
within 6 months

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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