Overview

Mature Financial Planning practice lead by CFP. 97% recurring revenue. Looking to buy practice in local area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Oct. 18, 2018

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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