Overview

Have 1 million in committed funds to purchase book.

Experienced successful advisor with extremely strong analytical and communications skills.

Looking to develop succession plan and team up with retiring advisors.

Looking to be a wealth coach and provide high level payouts to select few number
of reps with significant work history in the area.

Create a win / win for both parties with primary focus on taking care of the client above all else.

Last Activity
6 months or more

Business Data

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