Overview

We are looking to buy books of business or merge. Possible up front funding and then sell your book to us. Possibly a double pay day. Especially if you are banking investment advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
1,002 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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