Overview

4 Person Advisory team interested in buying your practice. Whether you’re looking to get out of the industry in the next year, 3 years or 5 years from now, we hoping to expand our own practice through the purchase of a high quality practice from a local advisor in Massachusetts or Rhode Island. We are associated with a firm that is doing these deals successfully every week.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
977 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...