Overview

I am looking to grow my investments and insurance practice through acquisition of practices from advisors who are looking to retire. Focused primarily on the Nashville, TN and Rochester, NY markets.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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