Overview

I am a CFP looking to purchase a smaller book of business. My business model consists of working with my clients through their financial plan and having ongoing review meetings. I am a fee-based advisor mainly. I do comprehensive planning which will use insurance products such as Life, VA's, DI, etc...

Market
Advisor/RIA
Last Activity
today

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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