Overview

I am currently a mutual fund wholesaler and want to explore options for a career change to the production side of the business. I started out as an advisor with Waddell & Reed in 2005 and became a wholesaler in 2007. I am looking to buy my way into a practice or purchase a practice outright.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Member Since
March 3, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...