Overview

I am interested in buying a book with AUM anywhere from $15M to $40M. I have my CFP designation, insurance licenses, and dual registered to support RIA and BD business.

Market
Advisor/RIA
Member Level
Basic
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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