Overview

Sole practitioner
tax (650 clients) and financial services (200 clients)
looking to add small practice
expect to be active until 2030

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
1,501 days old

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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