Overview

We are a team of 3 advisors currently at RJFS. (I have only quoted my aum) Almost 100% Fee based. We can make competitive offers on books less than 100m AUM. We are interested in working out a deal with an advisor looking to retire and make sure his clients will be taken care of.
Mutual fund and ETF oriented investment strategy.
We can work together to make sure each side gets what they want during this time of transition.
Message me and we can set up a call!
-Thank you

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
April 30, 2019

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...