Overview

My business is focused on total wealth management, including financial planning, investment management, asset protection, advanced estate planning and charitable giving strategies. I am looking to expand my firm through practice acquisition. Most interested in motivated sellers willing to assist in client transition to our Pershing platform with clients who desire more than just money management.

Last Activity
within 6 months

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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Resources
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