Overview

I am an employee of an RIA but I might be interested in purchasing a firm of my own. I've been a financial planner for 8 years now and may be ready to branch out and become a business owner.


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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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