Overview

Would like to partner / support advisors / CPAs that want to add business services to their practice. (tax planning, business consulting, corp loans, etc) You do not have to change your BD, or FMO. Additional non AUM services can help you grow / maintain your practice revenue. Open to merger or continuity /succession discussions.

Last Activity
2 weeks

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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