Overview

Want to find opportunities to purchase books that align well with our high-touch service model. Started practice in March 2015 with no prior book but 16 years of industry experience and looking to continue to significantly grow business. Service employer retirement plans and individual clients; retirement planning, estate planning, risk management, investments advisory and debt management. Currently about 80% fee-based and 20% commission.


Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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