Overview

I am looking to either buy a Book of Business from a Financial Advisor or CPA or RIA or anyone who wants to retire or sell and/or add a partner. I work at Merrill Lynch Wealth Management in El Segundo and I am looking to grow my practice even further by adding partners to get over $1 BIllion AUM.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Resources
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