Overview

We are a financial planning team expanding and desiring to buy a book, or succeed. Multiple advisors with a clean planning process.

Our model doesn’t run just on AUM as we have revenue streams from a tax investment planning service to cpa work.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
1,217 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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