Listing in Bellmore, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bellmore, NY, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Avg Client Age
49
Overview

New financial advisory business looking to purchase book.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...