Overview

I have 22 years of experience. My practice is very well rounded in under covering all needs of clients and doing financial plans for clients. My business mix is annuities, managed money, mutual funds, stocks, bonds, alts, long term care, life insurance, etc. I have a 7, 65,63, 31, life, health and variable. I would like to buy an existing business or join a practice that I could eventually take over.

Last Activity
within 6 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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