Overview

I've been a Financial Advisor for over 20 years and looking to explore purchase opportunities. Specifically, I’m looking for those advisors that will be retiring within 5-7 years and want their clients taken care of as I am only in my mid-40’s. My cell phone is ___-___-____ and does accept text messages.

Market
Advisor/RIA
Last Activity
this week

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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