Overview

My business is a blend of primarily insurance, however I'm making a shift into managed money and fee based planning. I'm looking to continue to grow organically, but also expand through acquisition via succession planning.

Last Activity
within 4 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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