Overview

I am very passionate about financial markets and find pleasure in helping people achieve their financial goals. I have been working as an advisor for 9 years. My objective is to find the right financial advisor(s) and help them with their succession planning by purchasing their practices. I have experience in purchasing a practice and the transition process as I have purchased a practice before. This first purchase was a real success for the clients, seller, and of course myself. I am ready to find another!

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...