Overview

Looking to acquire books of business in the Tampa/Sarasota/Orlando areas. Looking to take over Brokerage accounts with Stocks, Mutual Funds, ETFs, etc. Also, able to take over Third Party Managed accounts or direct Mutual Fund business. Ideally, no insurance, VA's or non-traded products.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,303 days old

Business Data

Blurred Charts

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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