Overview

We are a comprehensive financial planning and asset management firm associated with LPL Financial. We are looking to buy/merge/strategically partner with advisors seeking to increase their value proposition with clients (and increase their own revenue per client) by adding Property Casualty and Mortgage Lending to their suite of services.

Market
Advisor/RIA
Member Level
Basic
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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