Overview

Interest in purchasing a business. We have a group of 5 advisors currently and there is also an opportunity to merge with us. We current do comprehensive financial planning with a specialization in asset protection and work mostly with physicians and business owners.

Market
Advisor/RIA
Last Activity
today

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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