Overview

We are a subsidiary of a publicly traded bank headquartered in Tallahassee Florida we offer financial planning services through financial advisors to the markets where we have offices but we are interested in acquiring firms in Florida and Georgia.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 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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