Overview

I manage a credit union investment platform in the Lansing area which handles fee based, and commission-based products. This program provides office space in the credit union branches, as well as access to systems and software. This allows you to work independently but with the support of branch referrals and without the cost of office materials and equipment. I would like to explore this opportunity to purchase a book of business, or merge with an advisor in the Lansing area to work with branch referrals and continue to work their book.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
848 days old

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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