Overview

I have 9 years of experience in the financial services industry and I am looking to settle down with my own investment advisory business. I am looking to either buy a small business and grow it or a succession option. I love working with clients and building strong relationships so I'm looking for a fee-only business that is client-focused and not just focused on acquiring AUM.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 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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