Overview

I have been an advisor for over 20 years. I am looking to grow my business through accretive acquisitions and hopefully double the size and revenues from my book within 5 years. I currently have excess capacity to serve clients and would either like to partner with another advisor to take over or to purchase books directly from retiring advisors. I take a wholistic planning approach to meet my clients needs.


Last Activity
6 months or more

Business Data

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Third Party Money Managers

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Variable Annuities

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Resources
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