Overview

Currently work on Sales Consulting Desk( Life Insurance/Annuities) at LPL ___ be inheriting Father's broker dealer and advisory firm that has annual recurring revenue of 400k. Looking at acquisition and merge opportunities in the very near future...2-4 years


Last Activity
this month
Listing Updated
Dec. 21, 2023

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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