Overview

I'm an independent financial advisor. I do a combination of AUM and annuities for in-retirement or near retirement clients.

I would like to find a retiring advisor, or someone exiting the business. AUM of $10 million or more would be preferable.


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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