Overview

Looking to acquire a book of business in mid-valley between $30-$60M. Would be open to keeping existing staff of book being acquired and having existing advisor stay on part time for a couple of years if desired.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,306 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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Technology Solutions

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CRM Systems

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