Overview

Looking to continue to grow the brand while providing high quality individualized financial planning to clients. Experienced in purchasing and acquiring books of business and folding them into the new company with a high success rate. Hybrid RIA of which we own the RIA piece allowing full autonomy. Looking in particular in adding a tax planning arm/division.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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