Overview

I am a young CFP looking to acquire a book of business to help build our overall team’s practice At our office our team utilizes strong discretionary models based on our clients risk tolerance and stage of life.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
878 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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