Overview

I am a team of myself and a junior advisor who just joined me and is in training and a licensed assistant . I am looking to grow my business both organically, through marketing and am open to purchasing a book of business. I am also developing a succession plan, having been in the business for 30 years. My new partner is part of that plan but am looking to bring in an experienced advisor/team as well. I use a combination of individual securities, funds and ETFs, utilize financial planning for all clients and have a specialty in social impact investing.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...