Overview

I have a three year business plan to expand to 12-15 broker agency vs the current 3 + 2 in training. Have all budget, strategy, location, buildout, logos, partners identified. Goal is to have 1.5 M in revenue in 3 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Nov. 8, 2015

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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