Overview

I am currently looking at adding assets to my current book of business. I currently write mainly annuities and mutual funds. I am looking to changing the model to more of a fee based model. I am also willing to come on board and eventually take over an existing book of business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,171 days old

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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