Overview

My office location is in North Platte NE. My son lives in Denver and has 8 years experience in the mutual fund industry. I would like to purchase a business that he would operate as he transitions out of his current role into an Advisor role. He sits for his CFP exam in July. I would be involved in this business as well as I have many clients in the front range of Colorado.
My goal with your website is to assist in finding a fee based practice to we can acquire.

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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