Overview

I am looking to onboard one or more advisors, build a team to serve my clients, create a succession plan and expand my practice. My expertise is in estate planning and closely-held business planning. I would ideally bring in an advisory asset management practice and leverage our respective areas of strength.

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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