Overview

We are looking to buy books of business and/or create succession plans from like minded advisors. We have well over 20 years experience with an extensive mix of products. We clear through NFS/Fidelity.

Also looking to bring on existing advisors with books of 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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