Overview

I am looking to buy a practice or become a succession plan for an advisor that does not have one in place. I have experience buying practices and working on succession plans to help achieve everyone's goals and long term success.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
June 1, 2016

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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