Overview

Successful advisory ensemble growing at 15%+ annually through unsolicited client referrals. We are looking for an advisor who want a succession plan for their clients and is a good cultural fit with our firm.

Market
Advisor/RIA
Member Level
Basic
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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Insurance Business

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Technology Solutions

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CRM Systems

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