Overview

Looking for a younger advisor to eventually take over business. That advisor must bring assets with them (no start ups). Mergers would be considered, in which case I am looking for a firm using TradePMR or SSG as custodian and have Redtail for CRM. Preference for a merger that would allow me to gradually decrease my day-to-day responsibilities.


Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...