Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Severna Park, MD, US
Profile Type
Buyer
Fee 0% Commission 100%
Avg Client Age
54
Overview

Looking to acquire a practice and/or join a practice that has the need for a succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...