Overview

Highcroft, Inc. is looking to help advisors who are looking to monetize their life's work; by purchasing their business or by partnering with them to allow them to have more free time.

We have extensive investment management, financial planning, insurance, and ERISA capabilities; and are very easy to work with. We at with LPL Financial, LLC which allows us to consolidate any relationship onto our platform.

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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