$25,000 GDC in Clearwater, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
141 days old
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Clearwater, FL, US
Fee 0% Commission 100%
Gross Revenue
$25,000
# of Accounts
125
Avg Client Age
65
Overview

2-15 Insurance Agent turned Financial Professional with S6/S63 working on the S65. Currently have 200 Medicare/Healthcare clients. I am looking to partner/join/buy etc a practice and plug in to expand my current practice, gain experience and clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...