Overview

I am an investment advisor representative with a focus on retirement income planning. I work on a team with two other advisors and support staff. I advise clients on all aspects of their financial portfolios including investment asset allocation and risk management, cash flow management, retirement income planning, business planning, college planning, insurance needs and estate planning.

I am looking to grow my practice by purchasing other practices as I started in financial planning in 2011 as a career change after practicing law. My particular interest is becoming a successor to an advisor who is looking to retire or slow down.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...