Overview

RIA firm with a long term track record is seeking to add an advisor who would have the opportunity to run the firm one day.. Would prefer a firm/individual with 5 + years in the industry. Person would be joining/merging with my firm .

Last Activity
6 months or more

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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