Overview

I am a financial advisor with 18 years for experience. My business is primary fee based, secondarily mutual funds. My background is financial planning, with most of my clientele receiving a plan at some point in our relationship. I also hold and accounting degree. The majority of my clients have been with me long term. Average of 15years.

I am young enough that I would like to grow my business. I would like the opportunity to purchase a book of business from someone of similar business background and clientele.
I live and work in Fargo ND and would be interested in working with and advisor from the surrounding area.

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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