Overview

I am interested in learning about opportunities regarding purchasing a book of business or being a succession option locally. I have been in the industry since 2006 as both an IAR / RR and Registered Client Relationship Manager.


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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Insurance Business

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Resources
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