Overview

I am a young financial planner with 10 years of experience with the same B/D. I am looking for opportunities to merge/acquire with an advisor that sees themselves nearing the end of their career in financial services.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,363 days old

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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