Overview

My ideal situation is to team up with two client centric advisors who want to establish continuity and succession plans as part of their business model. I would like to be the successor to one advisor and the other my successor.

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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