Overview

Primarily a fee based practice that uses a holistic approach to financial planning, offer much more then just money management. Financial problem solver, very high client retention. Looking to purchase practices or possibly merging and growing with additional advisors. I have purchased a practice before and experienced in converting a commission practice to fee based.


Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...