Overview

Independent comprehensive financial planning firm looking to expand through acquisition. Preferably with firms and/or individuals with advanced licencing such as CFP®, CPA, CFA, PFS or CIMA.
Prefer hybrid or fee based business models.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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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