Overview

I own/manage a "hybrid" firm that is an RIA that maintains a relationship with a Broker/Dealer for direct business purposes. I am looking to expand my firm both organically and through acquisition. Ideally I would hope to add value across the board thereby maximizing potential for all parties.

Market
Advisor/RIA
Member Level
Premier
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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