Overview

CFP looking to acquire practices. Currently structured as a Hybrid BD/RIA. Very financial planning focused and high frequency client interaction with strong support staff to help service client needs.

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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