Overview

I have been in the business for roughly 10 years, and I work in a partnership with my father who has been in the business since 1985. We work with primarily with individuals who are either working towards retirement or who are already in retirement and receiving income. We are interested in acquiring a practice who is transitioning out of the business, and is primarily fee based. We are not limited to Little Rock.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...