Overview

25 years of documented success in our industry. 13 years as a leader managing financial advisors.
I ran a small b/d as President that cleared through RBC.
SERIES 7, 24, 65, 63, 4, 53. No current book of business. So all my time will be spent on our collaboration.
Zero complaints.
Outstanding industry reputation and network.
Looking to buy or continue a business with a mutual option to buy.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...