Overview

Looking to acquire one or more books of business for our practice. We are a national business with regional ownership and offices operating in fee based and traditional brokerage/insurance planning services. We are also interested in working with seasoned professionals wanting to incorporate with a well balanced planning firm culture steeped in client forward thinking and planning.

Market
Advisor/RIA
Last Activity
this month

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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