Overview

I am 41 years old and I am looking for IAR's that want a succession plan for their business. In my practice I utilize RiskAlyze, TaxClarity, Social Security Timing, and RedTail. National Financial Services LLC and Fidelity are the main custodians that I use. Fee-Based Advisory Accounts are a blend of Advisor Managed with Discretion and Third Party Asset Management Programs.

Market
Advisor/RIA
Member Level
Basic
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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Technology Solutions

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