Overview

Very interested in purchasing a book of business and/or being a succession plan for an existing practice.

Over 15 years experience in the financial services industry. Over 25 years small business experience. Very personable. Willing to travel.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
491 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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