Overview

I am currently working with a senior partner who has been in business for over 28 years. We have the capacity and desire to help like minded advisors develop and execute a succession plan.

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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