Overview

IF YOU ARE THINKING OF SELLING YOUR BUSINESS, AND YOUR CLIENTS ARE LIKE FAMILY, YOU WILL WANT TO VETT AN ADVISER WHO WILL PUT THEM FIRST. I AM A 48 YEAR OLD REGISTERED INVESTMENT ADVISER WHO SPECAILIZES AS A RETIREMENT PLANNER WITH 20 YEARS IN THE BUSINESS. IM LOOKING TO ASSIST A RETIRING ADVISER WHO NEEDS TO FIND A SUCCESSOR WILLING TO COMMIT TO THE LONG TERM FINANCIAL NEEDS OF CARING FOR HIS CLIENTS. PLEASE CONTACT ME SO I CAN SHARE MY PROCESS AND VALUES TO SEE IF WE ARE COMPATABLE. THANK YOU FOR THE OPPOURTUNITY.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...