Overview

Interested in speaking to people who are interested in selling/merging a small to medium sized practice. My priorities are fee-based and variable annuities with recurring revenue. Also interested in speaking with those who might be interested in the partial sale of the lower half of their book of business.

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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