Overview

I am a very experienced Financial Advisor looking to buy a book of business with annual revenues of 300k or less.
I would entertain merging with a group of advisors in my area of Atlanta. I have a fundamental knowledge of fee based money management, fixed income, fixed annuities, indexed annuities, variable annuities and equities.

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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Resources
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