Overview

Looking to acquire book of business from 50M -150M. We are 100% fee based with over 28 years in the business and have been independent since April 2009. We have two licensed branch managers in the branch and our branch office coordinator is in the licensing process (Series 7). We model a globally diversified portfolio of asset allocated investments to give our clients an appropriate risk/reward to grow their nest egg. We primarily invest in mutual funds with some exposure in stocks, and little to none in insurance/annuities.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...