Overview

Looking to purchase local practices. I specialize in people who are either fully retired, or approaching retirement. I have almost 30 years in the insurance and financial services industry. I provide several client only educational and social events per year.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,323 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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