Overview

I’m a growing business interested in acquiring other existing business. I mainly focus on planning and fee based investment management. I have been in the industry 11 years and owned my own practice for 6 years. I enjoy having a small practice to focus on the clients but would like to expend.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...