Overview

We are a single independent Investment Advisor firm affiliated with one of the best broker Dealers in the nation, Cambridge Investment Research, Inc. I am seeking to purchase a book of business with the majority being managed accounts and group 401k plans. Client risk tolerance is assessed with various tools using Riskalyze, MoneyEdge, ad Money Guide Pro. Our office is made up of 2 full time office staff as well as access to 3 office locations for client meetings.

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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