Overview

Experienced Financial Advisor with over 25 years of experience and currently with Independent Financial Group. Looking for acquiring a practice and offer retirement planning services for retail and corporate prospects. Looking for practice in the Annapolis Maryland or Charleston South Carolina area. I focus primarily on advisory management for individuals and businesses and include 401k management in my practice as I have my C(k)P and CPFA along with a CRPC. Utilize Right Capital, Redtail, and Asset Map.

Market
Advisor/RIA
Last Activity
within 3 months

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