Overview

I have a focused niche so am interested in opportunities that would expand my market. I'm bringing on a junior partner to start that but a merger or succession could speed that up.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
May 19, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...