Overview

Full service, client friendly practice looking to acquire or transition a practice from a retiring or departing advisor, registered rep or insurance sales person.
Currently 85 Million AUM - 40% Comm products, 60% fee.
Comm Prod: - M Funds, VA, Index -
Insurance Sales - Life, DI and LTC products - Ohio Natl, MetLife and many others.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Technology Solutions

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Resources
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