Overview

I am looking for the opportunity to maybe buy a retiring advisor's book and grow that way and continue building my practice at the same time. I am a hands on money manager still using the art of portfolio construction and planning out the client's needs. I specialize in income planning, managed money, retirement planning and insurance protection.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,054 days old

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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