Overview

I am a financial services professional with 4 years experience in the Insurance and Financial services industry. I have recently expanded my practice as an Investment Advisor Representative to offer fee based investment management and comprehensive financial planning. I am looking to expand my prospective client base and increase cash flow moving forward by purchasing an existing Investment Advisor Book of Business to onboard and integrate with my IA's established top tier platform. If you have a book of clients who are willing to carry over their accounts upon meeting me and my team, please reach out.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...