Overview

I want to acquire a practice where the advisor has a niche in special needs financial planning. In growing that side of my practice significantly, I want to supplement that organic growth with acquisition. I have my Chartered Special Needs Consultant® designation, am a CERTIFIED FINANCIAL PLANNER™ professional and hold my masters in financial services.


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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