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.

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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Resources
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