Overview

Looking for reps/advisors who want to semi retire. Maybe work half the amount of time and phase their business to another rep/advisor over a three to ten year period. Allowing them to keep their licenses and registrations if they so desire.

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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