Overview

Growing solo practice consisting of fee-based managed, annuities, and transactional for high-net worth clients. Looking for book acquisition or possible merger with like-minded advisor or team looking to gain scale.

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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