Overview

I have been in the industry for over 10 years, I am a comprehensive Planner (I.e. Advisory, Variable Annuities, Protection) and would like to find a practice that has been focused primarily on AUM that would like to sell their book of business and is willing to partner in the transition so the clients are more likely to stay intact.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
99 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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