Overview

I run a financial planning and mainly fee based business. I am looking for opportunities to expand my practice via purchase and grow over time. I am interested in the possible purchase of practices and have access to funds to finance.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
May 19, 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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