Overview

As a team member of a Hybrid RIA, we are primarily looking for firms wanting to sell. If and Advisor's "cultural fit" and business philosophy is aligned with ours, there is a potential opportunity to consider merging practices.

Last Activity
6 months or more

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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