Overview

Looking to expand my business/AUM through either merger or acquisition. Young advisor with 4 year experience. Recently decided to shift business focus away from commission based products. Looking to gather existing commission based business to move to fee based or purchase existing fee based business.

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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