Overview

Certified Financial Planner looking to expand book of business through a small acquisition. Entire book of business is on third party platforms. Sell life, annuities, LTC and LTD. Have been using eMoney for the last 10 years. Looking for sellers with $10 to $30 million in assets. Would want seller to remain involved for at least one year to help ensure retention of clients. Majority of my money is with DFA and also use Lockwood and SEI for SMAs.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...