Overview

Looking to acquire any book of business that considers the client comes first service mentality. I have been successful with one succession opportunity and would like to pursue another. I was able to transition a complicated hybrid model into a goals based, financial planning and fee based model. Recently I moved to a Regional RIA firm that offers great technology, multiple custodial relationships and a service model that I believe will make your transition a success.

Last Activity
6 months or more

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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Resources
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