Overview

I'm 61 years old and have been in the business for 20 years. While I've employed an assistant for most of these years, I've been essentially a one man shop. I enjoy the business and have no desire to retire, but to be fair to my clients it's time that I start working with others so their accounts and needs can continue to be served after I've slowed down or passed away.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...