Overview

I am an Independent rep in a group practice. We currently manage over $250 million in assets with over $40 million in group retirement plan assets. Our business is mostly managed assets but we do have some annuities and mutual fund business.
We are looking for groups with managed accounts and/or retirement plan practices.

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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Resources
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