Overview

Large Regional Firm looking to acquire other compatible practices as a stand-alone business or merger within our current Team Structure. Acquisitions can be for succession purposes or to help an advisor continue to grow their practice utilizing a first class platform and environment. Please feel free to contact me with questions relating to our platform and the possibility of merging/selling your business.

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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Resources
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