Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Gilbert, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

I am looking to find the right fit between myself and a potential seller. I would love to discuss any buying, or succession opportunities. I am willing to be creative on structure/setup to make it work for the right seller!

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...