Overview

Interested in acquiring reps and books of business. Will foster succession planning with reps under my production group to mentor or be mentored. Older or non-S65 reps concerned about DOL would be attractive to our group.


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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