Overview

I have a small branch office and registered with an RIA and Broker Dealer. I have 12 sales reps and do joint work with 5 of them. I'm looking to pick up small RIA businesses. I've been converting to RIA business for about 5 years. The 800 accounts are mine and the other sales reps. I'm on at least 400 accounts either joint or on my own. The rolling gross includes overrides, fees, trails and commissions.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...