Overview

I am a CFP and have a wealth management practice that consists of 3 staff members. I'm looking to purchase another practice from a retiring advisor and/or merge their book of business in with mine. We focus on comprehensive planning on both the personal and business markets.

Market
Advisor/RIA
Member Level
Basic
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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