Overview

Most of my clients funds invested in ETFs. I've also allocated my AUM towards Mutual Funds and Annuities with trails of 1%. I manage approximately 200 accounts and 90% of my revenue generated is fee based. I've bee in the industry for 35 years now and I'm looking to retire within the next 1-2 years. However, I would prefer to stay on board for at least 6-12 months in order to service the accounts through transition.


Last Activity
6 months or more
Listing Age
235 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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