Overview

CFP, Investment Advisor Rep, Licensed insurance agent.
Recently moved from bank broker, interested in expanding practice in Southern Maryland. Full service financial planning, advisory and insurance. Life insurance, long term care, COLI, 401K Plans, 403b provider, disability insurance, fixed and variable annuities, managed accounts.


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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Resources
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