Overview

We are a growing team structure interested in acquiring practices consisting of fee-based business as well mutual fund, UIT, and annuity business. We combine to bring 20 years experience (two advisors, 10 years each) with designations in planning and asset management. We average 35 years old, and are supported by two full-time operations specialists.

Last Activity
within 3 months

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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