Overview

Growing financial advisory practice in Scottsdale looking to acquire small book of business to incorporate into practice. Also looking for junior advisor to join practice. Selling adviser should be willing to stay on for transition purposes TBD.

Market
Advisor/RIA
Last Activity
within 2 months

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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