Overview

You FA affiliated with a IDB looking to grow thru acquisition as well as organic. Life & Health insurance licenses, as well as Series 6, 63, 65 & 7. 10 years total experience, came up from the insurance side. Focusing on AUM growth. Self produce my own marketing.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
833 days old

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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