Overview

I offer fee based financial planning and asset management for professionals and small/mid size business owners. Clients are in East Coast and California.
Looking for buying a books and helping succession planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
161 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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