Overview

I am a CPA and registered investment advisor. My RIA business is growing quickly and I am interested in developing a succession plan for my existing client base. In addition I am interested in acquiring other firms that are looking to retire/move of the RIA business.

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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