Overview

I have been in the business for 20 years, sold a practice with $40MM AUM in the past, and am looking to rebuild a new practice. I am dedicated to comprehensive financial planning, independence, integrity, and transparency. I believe that acquiring the right practice will be an effective way for me to resume a career that I thoroughly enjoy.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...