Overview

My partner and I have 17 and 14 years of experience in the industry both on the wire house and Insurnace Broker dealer side of the world and now are hybrid with a IBD and CRIA relationships along with 3 IMOs. We primarily focus on fee based financial planning utilizing my ChFC and RICP designations which then includes implementation of the insurance and management of their assets. We are looking to help other advisors that are trying to find a good home for their clients as they move towards retirement, as well as the junior advisors that are looking to join an independent team and continue to grow.

Market
Advisor/RIA
Last Activity
within 6 months

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