Overview

My business is primarily 65% in advisory assets, the remaining balance is muni bond clients and some transactional. 2-3% is annuity/life insurance business.
I am looking to either join a larger group or partner with an advisor that is looking to create a succession plan.

Last Activity
within 6 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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Resources
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