Overview

I am a financial planner, portfolio manager and a retirement plan specialist. I am 97% fee based with a personal goal to get to 100% by the end of this year. I have been a FA for 14 years and have been listed as a five star wealth manager for the past four years. I currently manage approximately 75 million in client assets.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...