Overview

I own and operate a full-service financial planning firm with 1 full-time and 1 part-time employee besides myself. I would like to be aware of opportunities to buy an existing book of business in my general area.

Market
Advisor/RIA
Last Activity
this month

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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