Overview

I run a primarily fee-based practice that focuses on holistic financial planning (Investment advisory, insurance planning, banking/lending, and wealth transfer strategies). Although we have transactional clients, the core of our business is building financial plans and helping clients reach their long term financial goals. I'm seeking to aquire a fee-based practice, preferably from someone who is succession planning or making a career transition.

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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