Overview

25 year veteran looking to acquire a practice of an advisor that's retiring soon. We provide, insurance, annuities, and commission accounts but the majority of our business (90%) is fee based. Very clean, straight forward book in managed ETF & mutual fund portfolios.


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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