Overview

As an Advisor in production for the last five years, I have grown a modest book of business that is 100% fee based. I have transistioned to from a wire house to a Independent Broker Dealer, and would like to learn more about book of business growth through acquisitions from senior advisors looking to transistion.

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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