Overview

Looking to buy a business that fits with my own style. I manage all client accounts in-house. 70% variable annuities and 30% managed in brokerage accounts.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,199 days old

Business Data

Blurred Charts

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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