Overview

I operate a wealth management practice, totaling 7 advisors, and I'm looking to grow via acquisition or merger. We are slowly transitioning to more fee based asset management. WE utilize individual securities and ETF with an emphasis on income.

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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Variable Annuities

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Insurance Business

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