Overview

I have been in the financial services industry for over 25 years. I have the CFP; ChFC ; CLU Designations. I am interested in an acquisition or merger as a viable solution to growing the practice significantly over the next several years. I operate a very successful business with exceptional client relationships.

Last Activity
within 4 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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