Overview

I'm a hybrid adviser and CFP(r) focusing on fee based business and looking to acquire books of business focused on fee based or wrap accounts with an emphasis on Financial Planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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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