Overview

I have a majority fee-based practice and conduct full service planning to clients at all stages of life. I am looking for an advisor/firm with a fee-based practice who is looking to sell out of the business OR wants to transition over the next 5 years and ensure their clients are in good hands. Although I am looking for a fee-based book, I am open to entertaining any practice, whether it's insurance, annuity, or mutual fund based.

Market
Advisor/RIA
Last Activity
within 2 months

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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