Overview

As the regional director, I'm looking for opportunities to assist my planners in finding succession opportunities, books of business for sale, and continuity plans in their business. I'd love the opportunity to discuss any of these aspects with you.

Market
Advisor/RIA
Member Level
Basic
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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Technology Solutions

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CRM Systems

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