Overview

3- person independent full-service practice (IAR) seeking to buy a book of business and expand AUM. Specialize in working with retirement aged clients, but happy to work with clients of all ages across the state of Washington. Team holds securities license in series 6, 7, 63, 65, 66 and 24. Also holds insurance licenses in the lines of health and life. Includes in-house notary.


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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Resources
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