Overview

My business is designed to meet the needs of families, professionals and estates within the confines of financial needs assessment and management. I am transitioning my practice to Asset Management at this time- I have been solely commission based up to this point in my career of almost 20 years. I am interested in helping my clients with greater needs...I am looking to join, or have other financial professionals, to work with me. I am interested in purchasing an existing book of business depending on longevity, value, and consistency.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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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