Overview

The focus of our wealth management platform is rapid growth through the acquisition of another firm's book of business. We're looking for an advisor who would like to slowly transition out over a 2-3 yr period to solidify the client base as we're coming in.

We are not looking for a transactional / commission based book. We are looking for an established book of recurring revenue - allocated primarily to third party money managers (SEI, AssetMark, CLS, Eqis, etc.). We understand the 401k market as well, and wouldn't be opposed to a 401k based book.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,295 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...