Overview

Clients primarily invested in Mutual Funds, along with Fixed and Variable Annuities and Life Insurance. I manage approximately 60 accounts and roughly 25% of the revenue I generate is fee based. However, that percentage is continuing to grow at a fairly steady pace.

I've been in the industry for 37 years now and will be looking to retire within the next 12-18 months. However, I would prefer to bring on an experienced advisor with their own established book of business to work along side with me as I continue to service the accounts through the transition.


Last Activity
this week
Listing Age
74 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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