Overview

We are interested in Purchasing a book from a retiring Adviser within 90 miles of downtown Tampa, FL.

American Family Legacy Group is a wealth management firm dedicated to providing independent wealth management advice through personalized service and expert financial counseling to high-net-worth families on a discretionary basis.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Member Since
Dec. 16, 2015

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...