Overview

Advisor Listing - $600MM AUM Merge Opportunity in Oak Brook, IL

We are a midsized fee based OSJ affiliated with JD Powers number one ranked independent dealer. We are interested in adding quality talent to our team. Our structure provides both support and independence for the right advisor. We have grown both organically and through acquisition and are open to help retiring advisors successfully transition with the confidence that their clients will be in good hands.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...