Overview

I am a rep located in a bank channel, we currently have 5 branches and just opened a 6th in a new territory. my AUM is $34 million and I am looking to expand rapidly. I would like to find a book of business in the new territory that I can purchase to give me a base clientele to start with.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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