Overview

I am within 5-8 years of retirement and am open to buying a smaller book, or portion of a book to build my current asset base and service it for the next years. Also looking to find a licensed Jr Partner - AFA - to join me and ultimately be my succession plan

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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