Overview

I'm looking to purchase a book of business and/or merge a business while partnering with my father. I currently train Financial Advisors on systems and products. I am series 7, 24, and 66 licensed with 14 years industry experience. I'm looking for a book of business with mainly fee based business.

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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