Overview

Seeking to acquire books of business to expand our practice. Uniquely qualified to succeed as team members have CPA, Series 65, Series 7, 66 and strong financial planning background. Team has over 20 years experience with competencies in investment , income tax, retirement, and estate planning. Uniquely qualified to consider all financial aspects together while making informed decisions to best serve the client.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...