Overview

I am looking to buy any business to increase my sales or become a continuity partner. I have purchased a business in the past and was able to retain about 95% of that business .Most of my business is managed accounts. I have a few clients in mutual funds that I receive 12b1's on but my current focus is managed accounts. I have been in the business since 1992 originally focusing on 403(b) accounts and later moving to individual accounts. My retention rate is very high and I am very proud of having current clients that have been with me since the beginning.

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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