Overview

I am a fee based consultant that works only with 401(k), Pension, 403(b) and non-qualified plans. I do not offer any private wealth management services. I am looking for advisors that would like to sell off their 401(k) business while retaining the opportunity for rollover business or an advisor looking to exit the business completely. I have accounts across the United States and will consider all situations regardless of location.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...