Overview

I am looking to grow my practice through strategic relationships and if I was to find a good fit for a merger or purchasing a practice from the right person. Someone who has a similar client friendly focus.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,174 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...