Overview

Looking to take over your practice via a strategic merge or structure 1-5 year transition/purchase of existing business, preferably a primarily fee based / aum practice that also appreciates, planning, insurance, and annuities. Please contact me if you are looking to sell or transition into retirement.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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Insurance Business

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Resources
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