Overview

An independent advisor seeking business expansion through acquisition of an existing practice. Current business model is predominantly fee-based asset management with an emphasis on retirement income planning.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...