Overview

I am looking to purchase businesses of Advisors that have 1-3 years left in their practices. I am looking for average age of clients between 45-65. I am looking for businesses in Bellevue, Yakima, Spokane and Kennewick, WA, Boise and Coeur d'Alene, ID, Casper and Sheridan, Wyoming, Alaska and Billlings and Bozeman, MT. Advisor must have a clean record.


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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CRM Systems

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Resources
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