Overview

Beginning stages of opening an independent branch office of a large financial services firm. Looking to take on an existing book of business as well as additional advisors. The ideal situation would be to buy or merge with an existing multi advisor office.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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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