Overview

I have been in the investment business and insurance business since 2002. I am focused on building long term relationships with clients and building my practice through acquisition. I am open to acquiring in any location. We have built a great team to help with the transfer and transition of practices.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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