Overview

I own a primarily fee based practice in the independent channel. I gather approximately 5+ million a year, 85% or so in managed products. I hope to find an advisor looking to retire in the next few years that is actively looking for a buyer with similar beliefs. CFP® is preferred with a book of business tilted towards equities(stock, mutual funds, index and etfs).

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...