Overview

We are interested in growing our practice by either purchasing a book of business, creating a succession plan for another firm, or merging with another firm. We believe we have the advisors and infrastructure in place to add value to another firm and its clientele.

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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