Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Astoria, NY, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$6,000,000.00
Avg Client Age
50
Overview

Looking for advisors who want to transition their book

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

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 Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...