Overview

I am looking to aquire a book of business from an advisor who is ready to retire. Giving them the peace of mind that their clients will be taken care of for many years to come.

Last Activity
within 6 months

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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Technology Solutions

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CRM Systems

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Resources
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