Overview

I manage a large number of employer-sponsored accounts, and do retail business off of this base. My retail business has a heavy Roth IRA/mutual fund focus, with a healthy dose of retail annuities mixed in. I am interested in buying a book of mostly fee-based business.

Market
Advisor/RIA
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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