Overview

I'm looking to grow my practice through acquisition. I manage portfolios on a discretionary basis for my clients. I also add annuities to help reduce market risk and add assurance for retirees.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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