Overview

Looking to buy a practice from a retiring advisor or for someone looking to peel off their 401k/retirement plan business. Advisor has a CPA on staff.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
May 25, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...