Overview

Thirty year investment professional looking to make small to mid-size acquisitions. This should help ensure a smooth transition and keep my practice manageable enough to still provide personal attention to each client. No acquisition is too small to consider. I work with clients in 10 states other than Florida with a heavy concentration in the Gulf South, so out of state practices can be considered as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,309 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...