Overview

Independent single-person office. 90% of my clients are referrals. I don't pay for leads. I started my own practice in 2012, but have been in an advisor role since 2003. I would like a partner/associate who can get to know my clients, and take over as needed, temporarily, or permanently. I want to avoid hiring someone, and would prefer to "join forces" with another successful independent advisor. I do a fair amount of flat-fee planning, and hourly consulting. I do some life insurance, annuities, brokerage (commission-based), and advisory (fee-based) business. I wouldn't be able to share an office full time, but can provide a space for meetings.

Last Activity
6 months or more
Listing Age
517 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...