Overview

The bulk of my book of business is invested in Mutual funds. I have quite a few IRA and 401K accounts and do work with one other 3rd Party Money Manager. A very small portion of my book is invested in Annuities and does carry some trails. I have 464 accounts and approximately 50% of my revenue generated is fee based (not including trails).

I would like to be fully retired within the next couple of years (2023). I would also prefer to stay on board for approximately 6 to 18 months in order to service the accounts once my successor has begun to take over.

Market
Advisor/RIA
Member Level
Plus
Last Activity
6 months or more
Listing Age
318 days old

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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Technology Solutions

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CRM Systems

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