Overview

Looking to merge/sell our practice. We have a solid 403b/brokerage(Fidelity Custody and Clearing practice working with professors and their families.
Average client account size is 1m+.
Low maintenance laid back client base. I usually meet them in person at work or their homes.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
63 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...