Overview

Would like to merge or join another RIA practice in order to add scale and to overhead and cover compliance costs.
I am a 30 year+ CFA and investment management veteran with solid ties to the local community.

Market
RIA
Member Level
Basic
Last Activity
this month
Listing Age
686 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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