Overview

I'm on a team with a lot of capacity for growth. Buying a practice is the best way to fill that capacity space in short order. We are on the hunt for the right clients/broker fit in a book where we can come in and add value to the client book and help them continually execute actions that help them achieve their goals.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...