Overview

I'm interested in working with an advisor who desires to exit the business while being well compensated for their life work while providing the knowledge that their clients will be treated professionally and competently in the future. I expect my role to be a facilitator who takes over the responsibility of serving the advisor's clients and helping him/her to retire knowing that his/her future as well as his/her clients' futures have been placed in good hands.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...