Overview

I am a CFP with a hybrid business of 5% Fee Based and 95% Commission. I am looking to move towards a more Fee Based structure through acquisition. I work with a CPA firm and can offer accounting services to clients who have a need. I manage the CPA firm's retirement plan. I have a lot of experience in relationship management, individuals, small businesses and retirement plans. My client mix is mostly individuals with mutual funds, ETFs, advisory management, small amount of insurance and alternatives. Years of relationship management assures that I can service clients the way an exiting Advisor desires.

Market
Advisor/RIA
Last Activity
within 3 months

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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