Overview

I am 41 years old. I am in this business for 20 years. I like to do financial planning and then manage the assets and get paid a fee or trail. I would like to find practices that we can potentially buy or merge with.

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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