Overview

A national registered introducing broker/dealer, registered investment advisor, and insurance agency with a focus to serve Financial Advisors and Registered Representatives with flexible, dependable service that is looking to grow through merger at acquisition. Ideally we are looking to attract new Reps by bring on other books as incentives or partner with existing Reps and bringing on new juniors.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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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