Overview

Advisor with 10yrs RIA experience; former firm had very strict non-compete. Had built up $1M book over 10 years, unfortunately only able to take about $35k revenue with me. Ideally looking for an advisor who wants to sell book or plans to sell/transition over next several years. Significant financial planning and lead advisor experience.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...