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.

Last Activity
6 months or more

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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Resources
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