Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Atlanta/New York/Boston, GA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
Overview

I am a consultant working with RIAs on Mergers & Acquisitions and Succession. I represent RIAs and use Succession link as one resource to identify potential candidates for my clients who are buyers, sellers, or merger candidates themselves. https://___ Linda Willis lwillis@cma.consulting ___-___-____

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...