Overview

Certified Financial Planner looking to expand book of business through a small acquisition. Entire book of business is on third party platforms. Sell life, annuities, LTC and LTD. Have been using eMoney for the last 10 years. Looking for sellers with $10 to $30 million in assets. Would want seller to remain involved for at least one year to help ensure retention of clients. Majority of my money is with DFA and also use Lockwood and SEI for SMAs.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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