Overview

We are looking to acquire financial practices that would fit well with our strategic philosophy. We are well capitalized and able to help with transitions to our platform, allowing selling party to sunset as needed.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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