Overview

Looking for the right person to join a small and very unique practice. Our business has grown by >20%/year each of the last 5 years all through referrals. Our firm and advisors are not looking to merge into or be acquired by another firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,190 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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