Overview

I'm looking to purchase a business to add to my exiting practice. Ideally the seller would stay on for a period of 2- 3 years so as to integrate the clients , etc. I'm very active with fee based, commissions, estate planning, financial planning and insurance. A portion of my business also involves Capital Markets where I cover a number of Institutions.

Last Activity
within 2 months

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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