Overview

I manage a mostly fee-based business and am looking to grow it through acquisitions. I have a lot of experience in practice purchase/sales and how to make the transition as smooth as possible for the advisors involved, and their clients.

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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Resources
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