Overview

Personal wealth manager with a long-standing client base after 35+ years as an Independent, now looking to transition to retirement over the next five years. Looking for a buyer interested in providing similar personal relationship-based approach to financial planning and maintaining quality customer services.

Last Activity
within 4 months
Listing Age
635 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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Resources
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