Overview

I am a commission based business transitioning to fee based. Looking to purchase or merge with an existing advisor. I would like to keep office employees employed after completion. I am still fairly young and plan on staying in the business for 15 to 20 years.

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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Resources
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