Overview

Looking at building my book of business potentially through an acquisition of an existing book. Joined a group two years ago as a succession plan and think I can take on more business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

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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