Overview

A 25 year old financial advisory practice working with retirees, small business owners and individual investors. I hope to accomplish locating possible branches that are for sale and or Advisor's looking to utilize my firm as an OSJ or possible merger.

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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