Overview

Retiring within the next 1 to 2 years. This practice is predominately fee based, 70% fee based 30% commission based; this is a full service practice - stocks bonds; mutual funds, etf's insurance products etc. Price is negotiable; Practice is located in Monroe, LA.

Market
Advisor/RIA
Last Activity
within 2 months
Listing Age
43 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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