Overview

I have 25+ years of experience in financial services and became an RIA in 2019. I am looking to buy a practice or partner with an advisor who is looking to exit/retire in the next 2-4 years.

Market
Advisor/RIA
Last Activity
2 weeks

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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