Profile in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
330 days old
General
Location
New York, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

Looking to purchase an existing business in the NYC market. Have been in management with several firms for the last 25 years. Wanting to get back to basics, grow a business and have an impact on people. Want to focus on planning and fee based business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...