Overview

My team is looking to purchase a book of business within Sarasota. Myself and my two business partners have over 60 years of combined experience in the financial industry. If you do have a serious interest in selling your book of business please contact me at ___-___-____ or ___
Thank you,
Drew Peters

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...