Overview

Our current team consists of two advisors and two support staff, one of which is licensed. We are an experienced team with over 95 years of combined experience. The scope our asset management has been focused on individual securities, writing covered calls and the use of alternatives to mitigate risk. We also do some annuities, life insurance and 401K's. The senior advisor is a CFP, CRPC and a member of Ed Slott's Elite Advisor Group. We are looking to grow our business through acquisitions.

Market
Advisor/RIA
Member Level
Plus
Last Activity
this week
Listing Age
1,033 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...