Overview

I am looking to buy a book of business in Ohio or Michigan. I am open to fee based books as well as commission based books. I have been in the business for 18 years and looking to expand. I am willing to keep seller onboard during the transition period. I would be willing or open to change BD's for the right situation. Let's have a conversation! Please contact me for further discussions.

Market
RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...