Overview

I manager a $1.1 billion bank brokerage program. Our team consists of 26 Financial Advisors that source clients primarily from the bank. I would like to purchase books of business to help advisors increase revenue quicker, I'd also like to talk to advisors to partner with them in their succession planning.

Market
Advisor/RIA
Member Level
Basic
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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