Overview

I work for a large independent broker dealer that specializes with CPA/wealth management financial professionals. I am looking to acquire or join a practice to build my own business. I've been in the financial services industry for over 25 years as an insurance professional, asset management distribution professional, and broker dealer growth consultant.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

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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