Overview

Looking for advisors in the 300,000 annual revenue space looking to join a national platform that offers to pay to move your book. Then after a few years will pay to transition your book to a internal advisor upon your retirement.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
547 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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