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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 10, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...