Overview

I am a sole practitioner with LPL, located in Lake Worth, FL, with clients mostly in South Florida, with others throughout the US. I am seeking the purchase of practices, entire books or partial books. I specialize in comprehensive financial planning, investments, insurance, annuities, alts, etc. I would be happy to discuss a mutually beneficial opportunity. Please call James Barr at ___-___-____ or email me at ___


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...