Overview

I have 20 years as a financial advisor, CFP, with big b/ds and joined an independent group 2 years with good resources. I am looking to merge/buy to expand to continue to build my practice.


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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