Overview

It would be ideal to acquire an existing practice in order to provide an exit for the seller, create greater value for our present business and expose more clients to our proprietary method of investing.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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