Overview

23 year veteran managing $200 million looking to add partner to growing team. New employee can either have no license and looking to break into the business OR newer established professional who is already licensed. Work ethic and intangibles more important than assets under management.
I have a heavy focus on technology, systems and progressive marketing and communication with clients and prospects.

Market
Advisor/RIA
Last Activity
today

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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