Overview

Retirement advisor firm focusing on DC, DB, and Executive Compensation. Looking to purchase all or part (401k) of an existing retirement focused firm. Also consider a merger with a wealth management team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
July 3, 2018

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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