Overview

My hope and my prayer is to find someone with whom there is a good personality as well as business match. In an ideal world I would get know this person over a period of time and acquire their business assuming it's a good fit for both sides. My current business is primarily advisory based which is often model driven and ties into their financial plan. That said I have a handful of clients for which I buy individual stocks. I've found I'm one of only a few advisors I know who still subscribes to this type of investing. It's clearly not for everyone and therefore a small portion of my business but I can definitely talk individual stocks when or if necessary.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...