Overview

I'm interested in buying practices in the region between Charleston, SC to Washington, DC. My business is 80% fee based and 20% commission. I'm a CFP(R) with 30 years in the industry.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...