Overview

I currently have a small practice with a little under 10 million. I also do health care group and individual wh8ich is 45% of my practice. I also do a lot of life insurance.

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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