Overview

I'm looking to find an established fee based / managed money book of business to purchase. I am also looking to find a commission based mutual fund book of business where the outgoing advisor does not want to go through the process to convert those commission based accounts to fee based.

Last Activity
6 months or more
Prequalified
Up to $1,000,000

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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