Overview

Financial planning, fee based book, looking to leave brokerage and pursue independent channel through a merger or acquisition. 14 years experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
843 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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