Overview

I am a mid-career IAR with a small book of business. I came to the profession after a number of years in banking. I'm looking to merge with someone who is seeking a successor. I would bring my book and look to be introduced into an existing book over several years. I'd also consider purchasing a book of business outright and immediately.

Market
Advisor/RIA
Last Activity
within 3 months

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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