Overview

Currently with a team at a large bank’s wealth management division. Looking for a practice to purchase. Team would consist of 3-4 advisors with 20+ years of experience each.

Market
Advisor/RIA
Last Activity
within 4 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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