Overview

The central focus of my practice is retirement income planning and risk-managed AUM. I hope to find a local advisor looking to sell an existing book of AUM so that I can expand my clientbase and services.

Market
Advisor/RIA
Member Level
Basic
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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