Overview

Looking to purchase a small practice of 10 million AUM or less in the Phoenix area or surrounding area such as Prescott or Payson. Prefer to have at least 80% fee based. And it would be great if they custodian thru TD Ameritrade.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,313 days old

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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