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.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...