Overview

Independent advisor focused on managed money and financial planning. Financial planning done for a flat fee or hourly consulting. Most money in advisory accounts. Looking to grow my advisory business through appropriate channels. Currently involved in a small succession plan and looking to add more to my book. ___

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...