Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Coral Gables, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Avg Client Age
45
Overview

We currently have a CPA firm focused on accounting and tax services and are looking to expand into investment management. I have a CFA charter and I am currently working for an SEC RIA and FINRA member.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...