Overview

Have 1 million in committed funds to purchase book.

Experienced successful advisor with extremely strong analytical and communications skills.

Looking to develop succession plan and team up with retiring advisors.

Create a win / win for both parties with primary focus on taking care of the client above all else.

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,698 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...