Overview

My goal is to partner with a liked minded successful professional/firm and create a succession plan to eventually take over/buy the practice. I have 19 years industry experience several types of organizations large financial institution, small independent RIA firm, and an accounting firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,545 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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