Overview

Looking to buy a book from an individual or small group looking to leave or retire from the business. Succession plan could be implemented to take over the book. Also a merger of an individual or small group looking to be completely independent and grow with us.

Market
Advisor/RIA
Member Level
Basic
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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