Overview

Looking for opportunities with advisors who are approaching retirement and or are looking to sell their existing book of business to an advisor who has 36 active in the community, hold professional designations and concerned that thier client s will be treated with integrity and honesty

Market
Advisor/RIA
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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