Overview

Licensed Property and Casualty Agent looking to purchase established book of business in central Ohio.

I also have a financial planning business set up as hybrid RIA / Broker-Dealer. I have completed two book purchases.

Looking to purchase small to mid size practices in central Ohio.

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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