Overview

Currently a Barron's rank top advisor with portable book of business looking to transition to and/or acquire a firm.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
857 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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Technology Solutions

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CRM Systems

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