Overview

We have two young Advisors looking to continue to grow through the fee compression by scaling our business. We are looking to acquire an outgoing Financial Advisor that is ready to transition within the next few years.

Last Activity
6 months or more

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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Resources
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