Overview

I do full financial planning and concentrate in retirement planning. I have sold insurance and annuities for eight years and have also been a consultant to top advisors across the country for 10 years. I got my series 65 about 2 years ago and am looking to buy a book of business which is all or mostly all fee based.

Market
Advisor/RIA
Last Activity
within 4 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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