Overview

I am looking to expand my book of business by purchasing an existing book, or several smaller books. Would like to discuss client type and account mix to ensure the most ideal fit for everyone moving forward.

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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