Overview

I am currently at an RIA. I am looking at joining another firm or buying, merging or even doing a succession plan and possibly joining another RIA. I am hoping to partner up with an advisor that is exiting the business. I can join an advisor a few years before they exit, but with the intention that we we’ll work together to do a gentle transfer of clients.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...