Overview

I am looking to purchase a practice or merge with a practice with a succession plan in mind. I have been a financial advisor for 19 years, am 48 years old, and looking to grow my practice through acquisition. I have a mix of fee based business, brokerage accounts, variable annuities, and alternative investments.

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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