Overview

Mostly fee-based business. Looking to grow my business so would be interested in working with someone via a partnership and/or merger. Also, I've been in the business 13 years, so would be interested in working with someone who is looking to phase out of the business and setup a succession plan

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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