Overview

I am looking to buy a practice that I can take to the next level. I am a client-first advisor who looks to minimize risk while maximizing results. Your client will be well taken care of with a primarily fee-based approach that starts with a financial plan that is continuously updated. I have been in a home office environment and strongly desire to return to working directly with clients. Information provided in the following sections represent numbers I achieved at the peak of my client-facing career so far.


Last Activity
6 months or more

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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Resources
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