Overview

As a firm we started helping people with their investment in 1996. I personally started in 2003 at one of the big corporate B/D's and joined this firm in 2006. We now have a group of 15 people who all come together to serve our clients as a team. We love what we do and we love helping people find better solutions to their problems. We are looking to grow and have already merged and/or purchased three firms successfully. We have very experienced people for both bring on a new book of clients as well as serving those clients daily.

We would love to talk if you are looking for a short or a long-term exit strategy. We believe we can provide a great place for your clients and look forward to learning as much as we can from you in order to help your clients feel at home and make our process even better together.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Member Since
Oct. 31, 2017

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...