Overview

RIA looking to purchase book of business in North Carolina. Owner is in his mid-30s and looking to grow through acquisition. Also, owner is insurance licensed and owns insurance agency focused on Medicare and Life Insurance.

Market
RIA
Member Level
Premier
Last Activity
this week

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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