Overview

Previously sold 80% of business and re-building. Have younger associates and long-term viability for merger/succession planning. Co-located with estate planning law firm. Looking for those who want to retire or reduce work hours in exchange for long-term revenue.


Last Activity
6 months or more

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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Resources
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