Overview

I am a partner in a practice that is seeking to grow both organically and through acquisition. We have 7 client-facing representatives and a support staff of 16. Our business model is heavily weighted to managed accounts and fee-based financial planning. We are interested in acquisition and succession opportunities locally, as well as the Gulf Coast of Florida.

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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Resources
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