Overview

I am looking to acquire books, whether it be partial book sales or full book sales. I put client needs first, they drive the planning process. I offer fee based investments, mostly ETF and mutual funds. I also do life and LTC insurance along with some 401k and non-qual. I am willing to price aggressively for the right situation.

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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CRM Systems

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