Overview

I am growing my retirement plan practice to include the west coast. I have 20 retirement plans serving 400+ households. Only 25 individual accounts and looking to grow that side of my practice. I have 20 years in the industry and only 6 years in personal production. Re-branded to TPA Financial in 2015.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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Resources
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