Overview

I am an independent advisor with IFP Securities LLC - BD and RIA. I also have accounts housed at Fidelity. I have moved to this new firm where I have equity. I am re-growing my practice after a move process that took 2 years. I do planning for most of my clients using EMoney. I offer investment services, annuities, estate planning, insurance, individual 401k plans and small business 401k plans. My plan is to continue in the business for at least 10 - 15 years. I am licensed in FL, PA, SC, IN, MI, VA, and TN. I am interested in acquiring small or part practices in Florida. ___

Market
Advisor/RIA
Last Activity
6 months or more

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