Overview

I have family members in the finance business. I was the co-founder of Simple Buyer and ran for 8 years after that I have been in the mortgage business for 10 years. I am ready to take my finance knowledge to grow a financial planning business.

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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CRM Systems

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