Overview

We are four independent advisors that are looking to expand our practice through book of business acquisitions. Each of our advisors have varying amounts of industry experience with the least amount being 8 years.

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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