Overview

I am seeking to acquire a financial practice from a financial advisor who is looking to retire. With eighteen years of experience, I have an extensive history in the profession for someone looking for a successor and I intend to continue as a financial advisor for 20-25 more years.

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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