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Broker-Dealer For Sale: Subject B-D represents a 10-year old limited service firm with a clean record. Types of business offered include mutual funds, municipals and variable life/annuities. Contact us for more information.

West Coast Practice For Sale: Subject practice is based in San Francisco Bay area and has approximately $12 million in assets under management. Owner has been in business for about 15 years and primarily operated as a transactional practice.

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