Overview

We are exclusively retirement plan advisors (401(k), 403(b) and government 457(b). We are interested in acquiring either books of business or practices in Georgia and Florida. We are not interested at all in wealth management practices/books, only in retirement plans.

Market
Advisor/RIA
Member Level
Basic
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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