Overview

I and my associate have been in the financial services for more the 30 years. We primary do financial planning. Our income comes from commissions and fee. We are looking to buy a practice and take on advisers.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
May 18, 2016

Business Data

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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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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