Overview

I am a Fiduciary Advisor, working primarily with Advisory AUM, under the banner of a top 5 financial services and insurance carrier. I've managed to build a significant book of business in only 5 short years, due primarily to my narrow focus on prospects in the process of transitioning to retirement, and my ability to educate and communicate in a manner that even novice investors can understand. Since joining a larger, more established firm earlier this year, I now have access to an open platform with very few investment restrictions, and a well-respected name behind me.

In addition to client referrals, I'm now looking to expand my practice even further through small to medium acquisitions from seasoned advisors who wish to smoothly transition out of the business, want their clients to be taken care of by an advisor with integrity, and are looking for fair compensation for their book of business.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...