Overview

I am interested in purchasing a book of business from a retiring advisor. I am also interested in merging with another advisor to gain scale and efficiencies. Our practice is also open to partnering with advisors who may not want to retire right now but are interested in phasing out over time or working fewer hours.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...