Overview

I am growing my business again after changing firms in October of 2019. I am looking to buy an existing book of business to help my client base grow and develop strong relationships with clients.


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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