Overview

I am a financial advisor that is looking to grow my practice thru acquisition. I am selective when it comes to the clients I am looking for. I currently us LPL's managed platform. I also sell a bunch of individual bonds in brokerage accounts. My current book is a bit mixed between brokerage and managed. I always put my client's interest ahead of my own.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...