Overview

I've been in the financial world for about 5 years, so I am working on growing my book but also looking to potentially acquire/partner with an advisor who is looking to exit the industry in the next couple of years. I am headquartered in an OSJ office and work with great people. I had a book of about 11 million that I am actively trying to convert back but would also like to explore the option of buying a book of business.

Last Activity
6 months or more

Business Data

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