Overview

The bulk of my book of business is invested in Mutual Funds. I also have some clients with fixed annuities and tax sheltered annuity (403B), with a very small portion of my book being allocated towards Single Stocks. Currently, about 50% of my revenue generated is fee based and increasing each year.

I have over 14 years of experience in the industry and I'm looking to acquire a practice that's very similar to my own. I am in the process of bringing on a partner with extensive business experience and is age 36 to help in any future succession plan as I am age 51. I plan on working in the industry for long term.

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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