Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
156 days old
General
Location
Toms River, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

Seeking to acquire a local practice. Sunset agreement preferred but open to other discussions. Have both the liquidity and interest to avail myself of the right opportunity. 22+ years of Financial Sales/Service experience. High degree of integrity and strong business development skills. I enjoy having great relationships with my clients as well as providing them with superior service.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...