Overview

I'm interested in working with an advisor who desires to exit the business while being well compensated for their life work while providing the knowledge that their clients will be treated professionally and competently in the future. I expect my role to be a facilitator who takes over the responsibility of serving the advisor's clients and helping him/her to retire knowing that his/her future as well as his/her clients' futures have been placed in good hands.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,486 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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