Overview

Independent Advisor clean U-4, no disclosures, loyal client base.... Interested in merging or possibly joining another practice for economies of scale. Also interested in bringing a CPA/Insurance advisor on board.


Last Activity
this month
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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Technology Solutions

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Resources
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