Overview

I am a CFP and have been in the business for over 20 years. My practice is mostly fee-based. I am looking to acquire a financial service business that is also primarily fee-based.

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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