Overview

I'm interested in learning about other practices in the area from advisors that are looking to exit the business or retire. Most of my clients are 45-70 years old and I have purchased a book of business in the past and it worked out well for both parties.

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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Insurance Business

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CRM Systems

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Resources
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