Overview

Investment franchise owner and advisor seeks to add clients by acquisition of book. Franchise owner has institutional background and advisor is AAMS. Combined licenses include 7, 63, 65, 9, 10, RIA, insurance, combined years in securities business 53+. Combined AUM of this branch in excess of $150M. Ideal book are clients who are interested in and multi-faceted long term asset management, including insurance products, managed accounts, financial planning.

Last Activity
6 months or more

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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