Overview

Find an advisor who is sunsetting. An advisor with 25-30 million AUM. Who has clients that are engaged in financial planning. Their clients have a six figure income and investible assets of $500,000 or better.

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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