Overview

I am interested in buying a book of business from an advisor that is considering retirement as soon as possible, and that would like a caring 45 year old female advisor to transition his/her client base to. I would like the book to be primarily fee-based, as that is the majority of how I would like to build my practice. I also have a designation in divorce financial planning, and have a passion for dealing with women in transition.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...