Overview

I am moving to FL starting 2022. My firm just opened a new branch office in Naples, FL.

I am looking to buy a practice. I have my CLTC designation, and Currently studying for CFP come later years will go for my Wealth management designation. I am very passionate about the business and financial planning. My practice's main focus is AUM and financial planning. 100% fee based!!!

Lastly, I work with one of the fast growing independent RIAs in the US, and we are always looking for new talent in SW Florida area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
1,278 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...