Overview

Looking for retiring advisor who would like to ensure that their transitioned clients are with an established, holistic wealth management practice where there is adequate capacity to ensure clients receive proactive advice. Two year transition period to ensure orderly handover of transitioned clients.

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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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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