Overview

I am looking to buy books from advisors who want to retire. I am a fee only financial planner and all of my firms revenue is through managed money. I can make a very appealing offer, Just call at ___-___-____ to discuss more.

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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Technology Solutions

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CRM Systems

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Resources
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