Overview

I am looking to acquire an existing practice. Willing to come in and learn your business. I am a CFP certificant and an attorney with a long background in estate planning for high net worth individuals. I have been in the financial services industry for more than 20 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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