Overview

My firm is 10+ years old and I am looking to grow the firm via acquisition or possibly merger. In addition to adding clients, I would like to also add depth in advisor experience and best practices in client communication, efficiency, etc.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 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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Technology Solutions

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