Overview

I have worked in various aspects of financial serves, from Portfolio construction to wholesaling to most recently a financial advisor. As I have never worked building my own practice until recently I am starting from the ground floor with my own AUM. Therefore I am currently in the market to take over a small to medium sized book of business. I am interested in doing this either through purchasing the book out ride, or joining an advisor/ practice with the clear intention of being their succession plan. I have a strong background in managed money, insurance and financial planing. I feel confident I would be able to help maximize revenue and book value during that the transition process.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...