Overview

Looking to join a practice with the option for a succession plan or looking for a buyout option with an advisor looking to transition out of the business. I have been in the industry since 1988 with 96% of my experience and time on the wholesaling side. I have helped numerous advisors in growing a specific part of their business, I have done countless client presentations and meetings, and I have trained many an individual on a variety of topics relating to financial services.

Market
Advisor/RIA
Last Activity
within 3 months

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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