Overview

My practice consists of 60% managed accounts, 40% commission based products, and life insurance clients.

I am looking to acquire a practice that is similar to mine.

Market
Advisor/RIA
Last Activity
within 4 months

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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