Overview

Advisor working for a RIA that has been in business since the 1960's and currently has 3rd generation individuals in the business. Looking to expand my practice and buy a book of business. Ideally, looking to buy a book of business from an advisor who wants to ensure their clients will be left in the good hands of a knowledgable & experienced advisor , and above all an advisor who puts the interest of the client frst. and who is looking to phase out of the business. Ideally looking for a book that has a higher % of fee based / managed accounts as opposed to book focused entirely on mutual funds and from advisors & practice owners looking for a grdual exit. This is the ideal scenario, however I remain open to discussing other books of business , and advisors looking to exit immediately as well.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
455 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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