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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
March 24, 2016

Business Data

Blurred Charts

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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