Overview

I run an OSJ operation in Texas. We are looking to buy smaller practices in Texas. We have financing in place for purchases. Of particular interest are brokers who are insurance/annuity/mutual fund based. Managed money is fine too.

Market
Advisor/RIA
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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