Overview

Growing practice looking for opportunities!

Acquired another practice in 2019 and looking for our next practice. Christian Financial Services, LLC is looking for another Christian practice to buy. We are moving assets on a monthly basis to managed/fee based platform.

Looking for a junior advisor or a partner. Open to conversations with people exploring the current market.

Thanks!

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...