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.

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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Resources
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