Overview

I have 20 years experience in the industry and am devoted to comprehensive financial planning. Due to unique circumstances, I have had to restart my practice from scratch and I'm looking to join a practice to provide a valuable resource to them. Alternatively, I'd be interested in buying a practice on a buy out basis.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,051 days old

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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