Overview

I opened a new office in Northeastern Ohio and I am looking for opportunities to either pair with a soon to be retiring advisor or insurance agent or to buy their book of business. I am most interested in the potential of the BoB not necessarily the current revenue generation.

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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