Overview

Looking to acquire a book. I do financial planning, investments, insurance. Well-rounded and I'm part of a large team that also does tax preparation. Specialization in Asset Protection. I'm a CFP(r), MBA, West Point grad. 12 years in industry. Please contact me if you have interest in selling your book! Thanks!

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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