Overview

I am a sole practitioner who has been in the business over 30 years. I have a diverse clientele and over half my business is advisory. I am a CLU, CHFC ,MBA and AEP. I am looking to acquire a book within the year 2020-2021.

I'm interested in bringing on an valued based financial planner who is client centered, and located within 50 miles of my current location.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
551 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...