Overview

I have a solid fee based investment management practice and am looking to grow — I have been licensed for 20 years — started as a mutual fun wholesaler but moved over to an advisor in 2009 — lots of experience and energy with great communication skills. Hoping to find large percentage of fee based assets that an advisor wants the best succession plan for them and their clients!

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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