Overview

Part of a team of 3 advisors and support staff that is actively growing. We are looking to merge / acquire an existing RIA that is interested in establishing a succession plan with a reputable team from MS.

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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Technology Solutions

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CRM Systems

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Resources
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