Overview

I am a young energetic advisor that is looking to expand and grow my practice through purchasing a book of business in my area. I have been a junior advisor for five years with a great senior advisor that is just not ready to retire. After talking with him and others I feel that it is time to build my book of business and better position myself and my future.


Last Activity
6 months or more

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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Resources
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