Overview

20 years of investment industry experience including private client advising, institutional client service, equity analysis and mutual fund portfolio management. Evaluating options for starting my own firm. Would like to partner with someone looking to retire and wants to create a succession plan.

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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