Overview

I am a Financial advisor with 6 years experience looking to acquire local advisers books of business. I am currently a CFP. I would love to find someone with similar values and clients and myself so that the transition can be as smooth and painless for the advisor and clients.

Last Activity
6 months or more

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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Resources
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