Overview

I have a growing comprehensive financial
planning practice. We are almost 100 percent fee based on the asset management side we also deal in commission based life, disability and long term care insurance. I am looking for a potential purchase of a consolidated book of business who would like their clients to enjoy comprehensive planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Dec. 8, 2018

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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