Overview

Looking to buy a practice to grow my business. I work with one other advisor and we have about 30 million AUM. We do mostly fee -based, but also have some commission income. My partner is a CFP and I have my CRPC and I'm working on getting my CFP as well. We do financial planning for many of our clients.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...