Overview

Planning based investment management. Twenty five years in the business with a move to independant firm within 2 1/2 years ago. Looking to grow by acquisition. Looking to work with a reasonably local advisor looking to transition out of the business and sell his/her book of business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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