Overview

I have 22 years of experience. My practice is very well rounded in under covering all needs of clients and doing financial plans for clients. My business mix is annuities, managed money, mutual funds, stocks, bonds, alts, long term care, life insurance, etc. I have a 7, 65,63, 31, life, health and variable. I would like to buy an existing business or join a practice that I could eventually take over.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred 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 Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...