Overview

I have a successful, growing practice and strong infrastructure. I am looking to try and assist advisors with their succession plans and mergers of practices. I have worked on creating an environment that would help make the transition simple and effective.

In addition to succession planning I would welcome the opportunity to speak with other like minded advisors who are looking to be a part of a growing independent planning practice in hopes of strengthening my team and bringing in fresh, new, ideas.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...