Overview

I would like to be aware of opportunities to take over and exiting advisors book of business and have that advisor feel like they are leaving their clients in good hands.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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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Resources
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