Overview

Retirement and tax planning for clients approaching or in retirement. Would like to grow my business by purchasing books of retiring brokers. My broker/dealer has a program to help me
buy books.

Market
Advisor/RIA
Member Level
Basic
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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