Overview

We would like to acquire a corporate centric practice.

My team consists of 4 FAs that lead with identifying 401k plan design opportunities. From there, we position ourselves to manage corporate taxable accounts, cash balance plans and NQDC arrangements. We also look to construct financial plans for the executive team and manage personal assets. Our target market is established, profitable businesses. Generally those with less than 1000 employees.

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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