Overview

I'm a CFP with 25 years of experience in the financial services industry. From Pennsylvania, we moved to Henderson 7 years ago.
I want to buy a book of business in the Henderson/Las Vegas area, to enhance my practice.

Market
Advisor/RIA
Last Activity
2 weeks

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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