Overview

I am a CFP within a large firm looking to purchase a book of business or bring an advisor over in a succession plan. I have a team of 9 doing full financial planning, fee based advisory accounts, life insurance, retirement planning, and annuities. I have ten years experience and the backing of a management team that is actively looking to bring in established books of business with enough liquidity for full cash purchases and various valuation metrics.

Market
Advisor/RIA
Member Level
Basic
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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Technology Solutions

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CRM Systems

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