Overview

Licensed individual that has previous experience in financial services and investment banking. Looking to acquire an existing RIA business that is primarily fee-based. Terms on continuity/succession is negotiable.

Market
RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
250 days old

Business Data

Blurred Charts

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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