Overview

I'M AN INDEPENDENT ADVISER LOOKING TO INCREASE MY AUM. I'M LOOKING AT EXPANDING MY ASSETS UNDER MANAGMENT AND INCREASE MY COMMISSIONS. MY BOOK IS ABOUT $16 M AND IS COMPOSED OF VARIBLE ANNUITIES, MUTUAL FUNDS AND EQUITIES.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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CRM Systems

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