Overview

Locate an experienced female advisor in the Charlotte area to form an affiliated office, join or merge practices. Ultimately would like to have a business continuation plan and succession plan in place with the addition of this advisor.

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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