Overview

As an extremely motivated, younger, tech savvy, advisor with superb customer service skills and quick learning ability, I am looking for practices to become a successor to or outright acquire. I have built my practice completely organically by word of mouth and community relationships. I employ the highest ethical standards using a holistic approach to planning and investment advising.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...