Overview

Advisor Listing - $210MM AUM Looking for Purchase Opportunities in the Southeast. We have purchased three books of business and merged two books within the last 7 years. We are experienced in assimilating practices with our practice while maintaining a very high client retention rate.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Member Since
May 3, 2018

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...