Overview

I am an independent financial planner that has been in business for 16 years, now looking to purchase a book of business compatible to my own. Ideally someone who has taken care of and maintained good relationships with their clients wishing for that to continue on as they exit the business.

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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