Overview

Experienced and growing practice open to acquiring a practice or helping an experienced representative transition their book. I work with a national BD with extensive investment offerings and emphasis on fee-based financial planning opportunities for our clients. I am looking for advisors in Louisiana, E. Texas, Mississippi and along the Pensacola Beach, FL areas who are professional and want to grow equity in their book of business.

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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