Overview

I came into the field , as most, very uninformed about how the industry works. This after establishing myself in another career for 11 years prior. Over the past 12 years, my business allowed me to complete an undergraduate degree, a Masters Degree and coursework for the CFP exam which I will take soon. I am now in a place to focus on business growth. I am looking to establish a multi-partner professional firm. Merging or buying is not a must but if a good fit presents itself, I would entertain it. I am not looking to leave my associated RIA or Custodian.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...