CFP and CFA Professional looking to merge and/or partner with another advisor practice. Series 7, 66, 24, LAH, P&C. Focus on financial planning with my clients. Majority of assets are fee-based, but will implement annuities, insurance, and other products that add value in client financial plan. Breadth of experience as a trader, financial planner, and wealth manager. Well versed with most software packages - financial planning, trading, due diligence and research, CRMs.