Overview

I have a mixed book of credit union clients with an OSJ branch that I help to start and am a partner in and a personal book with about $20 Million in fee based planning. I am in the process of converting my maturing UIT business into fee based planning.

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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