Overview

Seeking advisors in the Nashville area who want to retire or transition out of the business. Primarily interested in fee based business where advisors have done financial planning as their basis for asset allocation.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

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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