Overview

Looking to acquire/merge practices, Specialize in 401(k)/403(b)/457.

Also interested in an aggressive sales person to generate 401(k) leads. Must be FINRA licensed. Will split fees on all cases.

Last Activity
within 3 months

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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