Overview

Seeking to acquire book of business in a partnership, offer a big pay upfront to advisor along with trail for them through retirement and to beneficiaries if need be. Not greedy, understand the hard work put in to build the business, definitely looking to keep retiree happy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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