Overview

Looking to acquire or merge with another practice to grow, leverage and capitalize on partnership. My practice is primarily trailed annuity business and I am looking for opportunities to grow my product mix and find someone willing to team up to grow professionally, personally and financially. Must have integrity and desire to serve.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
988 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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