Overview

Stand alone RIA looking for a junior associate to merge with and mentor with the idea of succession 5 to 8 years from now.

The ideal merger candidate should have at least 5 years of experience and they would need at least a Series 66.

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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Insurance Business

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