Overview

My practice is principally a wealth management practice. I have deep relationships with my clients and handle as much (or as little) of their financial lives as they'd like.

At this point, I am simply curious about potential books that might be available for sale and/or any succession planning opportunities that might be available.

Market
Advisor/RIA
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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