Overview

I have been in the financial business for 7 years and I am interested in becoming a part of a succession plan and/or purchasing a book of business. I currently manage 30mm/200 clients. I would like to buy a book of business within 50 miles of North Canton, Ohio.

Market
Advisor/RIA
Last Activity
within 2 months

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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