Overview

CFP® with 20 years in the industry and completely clean U4/BrokerCheck. 16 years as a rep at a BD, spent the last two+ in a management role at a different IBD/RIA, prefer to move forward as a producer rather than manager. Happy to buy a practice using nearly any available structure or work out a succession plan to the seller's liking.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...