Overview

Fee based, holistic (wealth management, financial planning, consultative) and independent practice with capacity to work with more folks. I've spent 10 years in financial industry, but have lots of time left to serve clients due to age. Looking for owner of a practice who would like to transition clients to a trustworthy, ethical and hardworking individual, assuming there would be a good fit between the two practices.

Last Activity
today

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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Insurance Business

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CRM Systems

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