Overview

My partner and I, with 15 years experience, broke away from an insurance B/D and started an independent firm in 2015. We are looking to acquire a fee based practice over the next 12 months. We have full time staff and a clear and specific process to help us with any transition.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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Resources
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