Overview

An independent advisory firm with retirement plan and wealth management clients looking for opportunities to purchase existing book with similar make up or to discuss merging and provide succession within upcoming years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,589 days old

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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