Overview

Award winning firm with proprietary planning and marketing resources is looking to acquire or extend resources via member subscription. Proven repeatable processes combined with ownership in a leading Fin-tech companies has proven to advance affiliated advisors to multi-million dollar production levels. Multiple options available for affiliation. Model supports financial advisors and CPA’s.

Last Activity
within 2 months

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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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