Overview

We are a growing RIA branch looking to acquire small- to medium-sized investment books of business. Our expertise is in 401k plans, wealth management, and individual financial/retirement planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
695 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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