Overview

I have a small independent practice that I founded 11 years ago. I currently groos approximately 300k per year with 100% commission. 100k Brokerage and 200k annuity and insurance business. I would like to acquire or merge with another practice in hope of building and converting my practice to a AUM model in the future.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Insurance Business

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