Overview

We are a boutique financial planning firm looking for candidates as a successor'(s) to our practice. We don't plan on leaving our B/D but someone with a smaller book to join us and take over our clients after 5 years.

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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