Overview

i own a small RIA along with an insurance agency. The asset side is 100% managed money and some fee based financial planning services. I also sell some life and disability insurance.

I am interested in aquiring other small firms in the area that are used to a more hands on approach. My book is mostly individuals but i do have 401k plans on the books as well.

Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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