Overview

I am looking to buy an existing book of business to allow an advisor to begin retirement or to exit the business with honor and the knowledge that their clients will be left in the hands of an ethical advisor. I am also interested in bringing a younger advisor on as a junior partner if the right opportunity presents itself. I am very client focused and am looking for the same.

Market
Advisor/RIA
Last Activity
within 6 months

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 Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...