Overview

Searching for a competent partner with whom to grow the business while contributing to the management of the business. Ideally, this adviser would be my successor for when I am ready to retire in the distant future, but I could also partner with a senior adviser and bring on a junior to support us both.

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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