Overview

I am primarily a fee based practice( 90%) that is looking to merge or purchase a practice. I am looking to go RIA or Hybrid. I have a holistic approach in developing a plan for client. I am product agnostic and look for the best product for the client. I utilize a combination of etf/mutual funds and separately managed accounts.

Last Activity
within 6 months

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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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