Overview

Looking to buy practices to add to my young partners book who is my son. I do plan to work another 15 years and have my son succeed my book. He is currently a candidate for the CFP course as well as an AIF candidate. We do manage accounts using Technical Analysis the Dorsey Wright system for 25 years. He has worked for me stuffing envelopes and miscellaneous work projects.

Last Activity
within 2 months

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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Insurance Business

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