Overview

I am a financial advisor with 4 years experience currently working on my Certified Financial Planner (CFP). I recently changed firms and am rebuilding my practice and looking to purchase a book of business in or around the Edwardsville, Illinois area. Would be interested in opportunities within the state of Illinois and St. Louis metro area as well.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
533 days old

Business Data

Blurred Charts

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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