Overview

We operate through an independent b/d and would like to locate seller's that have a similar financial advisory practice. Our business has 2 financial advisors that would like to continue to grow and serve both existing clients and new clients. We are linked to a CPA firm to be able to provide extremely good service to our clients.

Market
Advisor/RIA
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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