Overview

Consultative business AUM 105million 65% Fee based 35% transaction (Fixed Income). Ins and Annuity producer. Retirement Income and Finanacial Planner.

Interested in Acquiring a Practice of an Advisor that is interested in retiring in 3-5 years. AUM size open

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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Technology Solutions

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CRM Systems

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Resources
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