Overview

Independent 86 year old hybrid firm (two offices) with BD, RIA, and insurance companies, providing asset management, brokerage, and financial planning services to a loyal, long term client base. We are looking for qualified candidates with deep industry knowledge and experience, strong leadership and management skills, and growth ambitions. Succession and/or possible merger opportunities with the right fit.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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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