Overview

I want to purchase a practice or merge with someone who plans on retiring and desires be bought out. I have 34+ years experience in the business and plan on practicing for at least 16 years. I am an Independent Advisor and have worked out of the same office for 26 years. The staff has been with me for an average of 15+ years. Contact me if you are looking for a stable place for your clients.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...