Overview

$10 million fee-based practice with majority of accounts in managed accounts, variable annuities and business succession planning support. Looking to retire in 1-5 years and merge or sell business to qualified advisor with Series 7, Series 66 and appropriate insurance licenses.


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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Technology Solutions

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CRM Systems

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Resources
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