Overview

Looking for reps exiting the business to join the practice for an exit plan over the course of between 1 and 3 years with a retiring payout up to 5 years and mainly utilizing managed money or trail-based business going forward where appropriate.

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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