Overview

Seasoned 30 year Portfolio Manager and Wealth Management Executive seeking to be the successor to an RIA business. This can be accomplished through a partnership and/or buyout. Ideal situation is to join a small practice, take over the day to day of the business and buy out over time.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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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Resources
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