Overview

Multiple office/partner firm seeking to expand in the southeast. We can provide a smooth integration and eventual succession for advisors looking to exit their practices and take care of their clients. Locations in Georgia and Alabama, providing comprehensive wealth management services.

Last Activity
6 months or more

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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