Overview

Well established, single-source financial services firm interested in acquisition opportunities. Unique hybrid business model with flexibility to work with your situation. Firm built as a true producer group, by entrepreneurs for entrepreneurs . Highly competitive compensation models plus the freedom to run your business your way. Training for new associates available.

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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Technology Solutions

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CRM Systems

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Resources
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