Overview

30 years doing financial planning based totally on referrals. Business is growing faster than I can keep up and I need licensed broker who is of my mindset to help out and take over some of the new clients and still work hard to build their own business. Looking to transition book in next few 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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Resources
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