Overview

We are a growing shop, with an eye on aggressive growth going forward. We have a large presence in the qualified plan market and a growing client base on the individual side. We are looking for a firm that is seeking an exit strategy with an open conversation about how and when the exit occurs.

Market
Advisor/RIA
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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