Overview

Run and insurance and investment practice in the Chicagoland area and am looking to buy an investment practice near Vernon Hills, IL. I've been in the business for 15 years and previously was an accountant and financial consultant the previous 8 years of staring my business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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