Overview

Our RIA specializes in tactical money management. I am the SVP and Lead Advisor for the Charlotte office in the Mid-Atlantic region. I am looking for a lift out or merger opportunity. Ideally the book of business would have at least $1M in revenue, primarily fee only or fee based.

Last Activity
6 months or more

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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Resources
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