Overview

I'm a 13 year veteran wholesaler looking to buy a practice or join a firm as a succession plan. I've also spent 3 years as a financial advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

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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