Overview

My investment advisory business is a small one person business. The business never grew to the point where it can be a full time endeavor for me. I can no longer keep up with the regulatory and bookkeeping requirements. I only have a few customers. I am fee based. I manage dividend growth portfolios. I would like to find a good advisor to take over my clients

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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Resources
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