Overview

CFP, Financial Planning, 200 households, 50 in AUM. 40% trails and 50% fee based advisory business 10% commission. Interested in merger/succession. Two man partnership both under the age of 50, with over 45 years of experience. Six man office.

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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CRM Systems

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Resources
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