Overview

I have a business with the motto of keeping the customer first. If I do what is right for my clients, within the fast changing rules and regulations of our industry, I will be taken care of in the long ___ will the firm. It's a simple model that has worked for me for over 30 years. I plan to be in practice another 15 years, so using opportunities to expand makes sense. I'm looking to buy a business that isn't located too far from my current office, and isn't too big to manage along with my current business.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...