Overview

I am an independent advisor looking to grow my business through acquisition. I understand that those that are selling want to make sure their clients are being taken care of in a style they are comfortable with while also earning a fair price. I have 17 years of experience with 7/66 and LUTCF and RICP designations. I focus on comprehensive planning and fee based investment management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...