Overview

LPL B/D with hybrid RIA. My practice is predominantly 401k plans. We also provide employee benefits. Would consider purchasing a 401k or group insurance book of business. Located in Va. Beach, VA with an office in Towson, MD. Clients located in Virginia to New Jersey.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...