Overview

Energetic 42 year old with 20 years of industry experience. I sold a property and casualty agency and am building a new business with a mix of advisory business and life, DI, and LTC business with a holistic planning focus. Looking to buy a book of advisory business to help with growth. Ideally, seller would be willing to stay on for a period of time for a smooth client-focused transition.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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