Overview

Actively searching for a financial planning practice to purchase. A comprehensive planning, fee based practice is preferred, but all practices are considered. Offering a competitive up front and ongoing buyout for a retiring advisor looking to maximize the value of their firm.

Market
Advisor/RIA
Last Activity
within 6 months

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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