Listing in Raleigh, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
90 days old
General
Location
Raleigh, NC, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Overview

I am a regional representative for Waddell & Reed with several local teams and advisors looking for growth opportunities including mergers, teaming and potential acquisition/succession planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...