Overview

Looking to merge with a CFP for the purpose of economics of scale, sharing of expenses and ideas, and building a business that can go out an acquire more advisors and books of business. Currently specialize in asset management, and would like to partner with a CFP to create a more holistic practice.


Last Activity
2 weeks

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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