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
Member Level
Basic
Last Activity
this week
Listing Age
50 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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