Overview

I am an independent financial advisor with LPL Financial. I do business with a partner and we operate as “Western Reserve Wealth Advisors.” I offer investment management and advisory services, and my CFP and CPA experience serves as a nice compliment to this practice.

I primarily assist clients with investment management of traditional, SEP and ROTH IRA accounts, taxable accounts, and college savings accounts. I hold a CFP, CPA, Series 7, Series 66, and insurance license.

I am looking for a small acquisition to grow my individual practice.


Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...