Overview

10 years in the business with the same firm, age 34. MBA from Texas A&M, currently working towards CFP designation in 2020. Looking to buy practices to grow my business, I clear through LPL Financial and would prefer to purchase a BOB from same. Shifting towards 80% fee-based, but am a comprehensive planner, doing wealth management, life, disability, LTC, insurance, retirement income planning. Forming a group within my current firm, to add margin for additional business. Currently partnered with one other advisor and one FT assistant.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...