Overview

Successful wealth management/ financial planning practice looking to acquire advisory practice to transition in to a large firm with a very lucrative transition plan. We use index strategies and 100% fee based practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
July 8, 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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Technology Solutions

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CRM Systems

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