Overview

I have a small practice of loyal clients in 7 states, using managed money for IRAs and larger accounts, and a mix of equities, Mutual Funds, and UITs for smaller accounts. I have joined the practice of Rodriguez Financial Strategies in my initial transition to independent practice. I am looking for local opportunities to acquire small practices that allow me to provide a better client experience through a larger client base.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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