Overview

some interest in acquiring a small practice

my business is fee based, construct and manage individual portfolios of stocks, ETFs, bonds, etc.

tax planning and tax preparation as well


Last Activity
2 weeks

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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