Overview

Primary work with mutual funds and annuities for clients. Approx $70 MM AUM. Hoping to expand my practice and revenue stream through acquisition on this site.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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