Overview

Our business is primarily fee based. My desire is to merge with a dual registered firm to create greater fee competitiveness for our advisory business without sacrificing our participation while maintaining the ability to provide insurance products when appropriate for estate planning and wealth preservation. We need greater scale.


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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CRM Systems

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Resources
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