Overview

My partner and I are looking for opportunities to purchase a practice. We are interested in building our book of managed money and have young advisors looking to grow their practice within our established practice. We are affiliated with a Broker Dealer. We run our advisor models and work with TPAMs in additional to annuity companies. Please contact us if you have a practice for sale.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

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