Overview

I would like to acquire an investment practice &/or assimilate a practice into mine. I'm am associated w: NML and operate 50% of my time in the area of risk management (insurance) & the other 50% in wealth manement (investments). I operate as both a fee based planner as well as a broker, depending on he clients needs or wants. I want to acquire a book of business where the selling agent is interested in helping the transitioning of clients from one book (hers/his) to my book. Therefore, they have to have some involvement (heavier in he beginning but tapers to little or none by the 5th year. I'm interested in the book of business & depending on the size my have interest in assimilating the staff too. I'm well healed in multiple disciples and looking for either a book that is all investments (most ideal) or limited risk products in he book.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...