Overview

Fee-only investments (IAR) with some life business looking to grow and expand by purchasing, merging or becoming a succession plan for another firm. Most clients are in the Chattanooga, TN area, but some are nation wide. I am interested in the Chattanooga, Nashville, Knoxville and Atlanta areas. I am a CPA but only provides tax work for wealth management clients (but is in the office with a CPA firm). I am also a partner in the RIA, which is based out of Nashville, TN area.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...