Overview

I am a sole practitioner who was initially focused on the insurance side. I have started with managed money last year with an emphasis on risk management. I specialize in the retirement market. I am interested in either merging with a similar business or taking over/purchasing an established business from someone who is looking to retire.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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Resources
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