Overview

Looking to acquire a book of business. Currently my practice consists of 20% 401k/403b plans and 80 individual accounts. I am open to any AUM size and I have a support team to handle institutional and individual accounts.

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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Resources
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