Overview

I am just completing a purchase of a retiring advisors book of business and am looking for addt'l books to purchase. In addition I would like to find another advisor to work in the office so that we could be back up support for each other. They might work into being my successor, but not for about 15 years.

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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