Overview

I am the CCO for a corporate RIA under common control with a large IBD, and I am ready to leave the home office world and purchase a practice that I can grow for the next 20+ years. I began my career in 1999 as an advisor, and worked in that capacity for seven years before moving into home office compliance roles. I have my CFP designation and will focus my practice on wholistic financial planning and low cost asset management.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...