Overview

Looking to build on an existing fee based business through the acquisition of an advisor looking to exit the business through retirement or industry change.

Also open to succession opportunities for an advisor looking to retire or integration with a team of 3-4 advisors.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 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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