Overview

Solo practitioner looking to buy small practice within 50 miles of Charlotte, NC or perhaps just buy qualified retirement plans from advisors and planners so they can concentrate on their core business and leave the low fee, higher risk, complex world of plans to a Christian with strong ethics and clean record over 30 years. AIF, PPC.

Last Activity
within 6 months

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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