Overview

I have been in the financial services business for over 25 years working for a mutual fund company calling on advisors. I’m interested in relocating to Denver and would be interested in buying a practice. I have all of the requisite licenses.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,330 days old

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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