Overview

I would like to acquire a practice that is in the process of migrating from commission to fee base. One that focuses on Planning. I would be interested in merging practices if it is a good fit. My focus is involving and educating
female clients.

I am interested in practices in the following areas:
Las Vegas, NV
Memphis, TN (area)
Washington
Oregon
Idaho
Maine

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Resources
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