Overview

Regional Producers Group with multiple DBAs operating as an Independent Financial Advisors Consortium. Wide range of practice models and business plans. Mostly fee-based with some specialty practices and some generalists. Looking for opportunities to bring in new independent advisors to leverage size, scope, expertise and continuity opportunities.

Last Activity
6 months or more

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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Resources
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