Overview

We are looking at M&A opportunities in the Tulsa and Oklahoma City areas (surrounding areas as well). Only interested in fee based business. We are an RIA and have locations in both Tulsa and OKC.

Last Activity
6 months or more

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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Resources
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