Overview

Looking for the opportunity to purchase another practice. Partnering with an adviser who is looking to exit from the business, or work on a succession plan would be great. Currently at the mid-point (23 years experience) of my career so there is enough experience to run a practice with plenty of time before my retirement to take care of clients for the long term.
Currently the business is fee only and we use Schwab and TD for our custodians. Open to using others if that is an issue to purchase the retiring firm.
Very client service based, and good, long-term relationships with current clients that we hope to bring to the practice for someone looking to slowly (or rapidly) exit from the business.
Appreciate the consideration!

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...