Overview

Investment & Financial Planning office seeking like minded individual for merger and succession. 32 years of experience. CFP and CKA designations a plus, must be willing to pursue these designations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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