Overview

I am looking for an advisor looking to sell his investment practice that has a client based in the mid 40s on average and is looking to work on an earn out basis or mixed buy/earn basis.


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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Resources
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