Overview

Looking to buy larger, mature books of business or merge in as a succession plan. Open to option and terms. Evaluation of each book is very different based on product mix, client (family) generation mix, and time that will be spent on succession for client retention.

Market
RIA
Member Level
Chalice
Last Activity
within 6 months
Listing Age
444 days old

Business Data

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Clearing Firm / Custodian

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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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