Overview

Looking to buy a practice or become successor. I have years servicing and growing my senior partners book of business successfully and I'm ready to service my own book, respectfully, without poaching on their book.

My CFP will be completed in the next few months. I have my series 7, 66, and life and health.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,002 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...