Overview

Advisor Listing - $90MM AUM Merge Opportunity in Medford, NY. I am growing very quickly and looking to bring on a Junior Advisor or merge with another financial advisor. I will not be leaving my current broker/dealer. so this person would have to be willing to move to my broker/dealer. Looking for serious inquiries only.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
770 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...