Overview

Looking to acquire a financial advisory book of business of similar size ($10 mil AUM). Advisory/level fee preferred. My firm has a robust mix of individual and 401(k) business, as well as health, life, disability, and long-term care business. I am an independent insurance agent as well as an independent rep with an independent 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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