Overview

We are looking to buy practices; we'd like to talk with financial advisors who are looking to merge with a powerful team and/or are looking to retire. We are open to practices in Annapolis; Baltimore City; Baltimore County; Bel Air; and Westminster.

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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Resources
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