Overview

business make up is roughly 40% retirement plans, mutual funds and 10% fee based third party money managers. Over 30 years in the business. Moving more to fee based. First looking to merge or associate as part of a team approach then buy.


Last Activity
within 3 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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