Overview

I am an independent advisor who is part of a hybrid (RIA & B/D) independent firm. I am looking to purchase a local practice, primarily fee-based; (i.e. advisor-managed, 3rd party managers, etc), mutual funds and/or annuities with no surrender charges remaining.
I am a CFP who has been in the industry for over 25 years. I want to expand my client base locally.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...