Overview

Full service financial practice, life insurance and investments. 60% fee based / 40% commission.
In the business since 1968. Successor must be well versed in the life insurance business,have a CFP designation, prefer a CHFC, have to have at least 10 years in the industry.

Market
Advisor/RIA
Last Activity
within 2 months

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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