Overview

business description: partnering with advisors to manage/co-manage fee-based books of businesses, allowing advisors to focus more on marketing and networking to grow their practices.

hope to accomplish: to get back into business managing risk for advisors/clients through investment portfolios after spending the past 5 years caring for 2 new children.

Market
Advisor/RIA
Last Activity
this week

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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