Overview

I am looking to expand my practice whether by merger or succession and continuity and join the practice. I am a very small RIA and Attorney in Maryland and looking to expand Estate/Financial Planning area by partnering with family office and other CPA or advisers.


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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CRM Systems

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Resources
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