Overview

Business is primarily fee based business for investment management and commissions via insurance products in particular to life insurance. After successfully completing a recent acquisition, now actively looking to acquire/merge another opportunity to provide a succession plan for an advisor.

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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Resources
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