Overview

I am a 53-year-old IAR and Registered rep with 23+ years experience and a spotless U4. I currently have a small clean mostly fee-based advisory practice and use TD Ameritrade and Fidelity Institutional as custodians. I hope/desire to work another 15+ years. I am open and willing to relocate for the right opportunity. Interested in partnering, being a part of a succession plan, buy-out, and/or a junior advisor. I would like to have a conversation if you are interested. I can be reached on my cell phone at (___-___-____.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...