Overview

Looking to help transition a "senior" adviser into retirement. I have successfully helped 2 people move out of the industry, and currently working with someone entering the final stages of fully transitioning into semi retirement.


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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