Overview

We are a Hybrid RIA/BD wealth management firm that offers a full spectrum of financial planning from managed money, retirement planning, financial planning, insurance analysis and corporate 401k and executive compensation planning. We are looking for firms or advisors interested in selling their practice or book as part of a defined succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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