Overview

RIA office with 100% fee based. Work with many veterans and assist with benefits application
with great referrals from local assisted living communities. Currently working on CPA alliances
for high-end tax planning through associated group. Willing to assist new owner with CPA program.

Market
Advisor/RIA
Last Activity
within 4 months
Listing Age
1,404 days old

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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CRM Systems

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