Overview

2 rep office with fee and commission based business in addition to individual clients work with 401K plans and other retirement business plans. Seeking to merge with a similar rep to expand and provide more services. Also looking for experienced insurance agent and CPA to add to resources. Can have a professional partnership relationship.

Market
Advisor/RIA
Last Activity
2 weeks

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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