Overview

My partners and I are looking to expand our book of business by purchasing a book of clients if we can find the right mix. We deal primarily in equities as well as fixed income. If this seems like a good match, please call Eric

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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CRM Systems

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