Overview

Independent advisors looking to sell our book of business. Clients are throughout the country not just local to FL. 100% Advisory accounts with an average 1.15% fee across all accounts. Also have about 1.5M in annuities as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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