Overview

I'm a 52 yrs old successful advisor. Have over $150Mil under management. 95% of my gross revenues is from managed money.
I'm looking to buy or recruit other practices/advisors in my vicinity.


Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...