Overview

I am a former FA who left practice to pursue a capital markets career and now am seeking to get back into the business either by buying a book of business or joining an existing practice. Open to relocation to almost anywhere. JD, MBA, & CFA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Dec. 1, 2018

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...