Overview

Looking for small local business to acquire with emphasis on fee based Managed Portfolio, Annuity and Life insurance or Mentor with split fees and commissions. Over 35 years in the business with an emphasis on Business Succession with family owned companies. LPL is Broker/Dealer and this will be a plus if already on board.

Market
Advisor/RIA
Last Activity
within 3 months

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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