Overview

As Director of Business Development I have several advisors seeking opportunities to expand their practice via acquisition or a partnership with like minded advisors. As a firm we also seek candidates to merge or acquire into the Broker/Dealer.

Market
Advisor/RIA
Member Level
Basic
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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