Overview

I want to grow my business by buying or teaming up with another advisor that has plans slow down and turn over their practice to somebody that has been in the business for nearly 20 years but is young enough to be around another 25-30

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,136 days old

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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