Overview

I am currently seeking to grow my practice through acquisitions. In 2014, I successfully purchased two practices and would like to acquire an additional $25M+/- book of business. Only interested in the independent broker dealer realm. (I gained capacity through technology and programs offered through my new B/D.) Will pay a premium for any advisor's book whose broker dealer is Cambridge Investment Research, Inc. I am also an OSJ so can supervise and help transition an advisor from another broker dealer to Cambridge to help facilitate a smooth transition for a future succession plan. Licensed in 23+/- states. I am in my 24th year of business and have two full time staff members. One is a fully licensed, CFP and my other is a customer service/office manager. Will add staff as clientele dictates.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...