Overview

RIA, Fee-Based, Asset Under Management focused practice. Also offer Fixed Index Annuities, LTC, DI and life insurance as needed. Need back up and Portfolio Management help as I build client relationships and grow marketing efforts. Want a succession plan and will consider buying and/or merging with another practice. Open minded to the right opportunity and match.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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