Overview

Hybrid RIA/ BD looking to grow assets under management buy acquiring books of business through purchase or sun setting of an advisor. We have extensive financial planning capabilities as well as insurance. CFP and CIMA certified. Combined 60+ years in the business.

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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