Overview

CFP(R) , small client base, meet with client minimum 3 times per year. Financial Planning/Flat Fee, managed money, commission on insurance products. Looking for advisors with quality practices looking to transition to retirement and have their clients best interest in mind.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
652 days old

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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