Overview

$150MM AUM Opportunity in Scottsdale, AZ and Tampa Florida

The company is balanced between public, private and specialty insurance to provide a complete wealth management platform for clients.

Run by a former senior executive at Raymond James and a former #1 ranked mutual fund manager by Morningstar and Lipper, we have depth and breadth.

Market
Advisor/RIA
Member Level
Basic
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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