Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Omaha, NE, US
Profile Type
Buyer | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$10,000.00
# of Accounts
20
Avg Client Age
50
Overview

I'm looking to purchase a block of business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...