Overview

I'm looking to find financial advisors who are wanting someone to purchase their book of business and take care of their clients. I'm young, so I am trying to build a long-term career and provide for clients by letting them know that I'll be here 30 years or more down the road. I specialize in retirement income planning, tax strategies, insurance planning, and most importantly, in providing solutions that are in the best interests of the client and not myself.

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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