Overview

I am a CFP within a large firm looking to purchase a book of business or bring an advisor over in a succession plan. I have a team of 9 doing full financial planning, fee based advisory accounts, life insurance, retirement planning, and annuities. I have ten years experience and the backing of a management team that is actively looking to bring in established books of business with enough liquidity for full cash purchases and various valuation metrics.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...