Overview

Looking to acquire advisor practices from advisors who are retiring. Have unique program, over last 22 years, that pays 75% of residual income for up to 20 years, which will provide 5-7 times more income than if selling on the open market.

Market
Advisor/RIA
Last Activity
this week

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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Technology Solutions

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CRM Systems

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