Overview

Looking for small acquisitions, or senior advisors looking to retire or semi-retire but still want to maintain income and/or relationships. I can create and be your pension plan until a certain period or death.

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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