Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Salt Lake City, UT, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Overview

Looking to find books of business from a retiring advisor or someone leaving the industry. Willing to work with whatever is available.

Business Mix Info

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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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