Overview

I am seeking to expand my practice locally by acquiring a book of business or by becoming part of a succession plan. I have had my personal practice for 6 years and have been in management with my firm for the past 4 years.

Last Activity
6 months or more

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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Technology Solutions

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Resources
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