Overview

Looking to acquire practices that fit our comprehensive planning and investment advisory model. Particular areas of interest are Charleston and Columbia regions but open to opportunities across South Carolina. Open to business owners looking for immediate exit as well as over time transitions of ownership.


Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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Insurance Business

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CRM Systems

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Resources
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