Overview

I am a small time advisor who is slowly building my business. I have some money saved and would be willing to use it to buy a bigger practice and make additional payments if needed.

I have a beautiful wife, a handsome and smart 8 year old son, and a cute 7 month old daughter. I have a military background and have been working with the market for close to two decades, but officially an advisor for only a few years.

I focus a ton of time on my investors and have experience teaching complex subjects in easy to understand packages. I would love to either join a larger group to boost my revenue or work to take over another book of business over a period of time.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...