Overview

Independent financial advisor since 2016; I have been a financial advisor since 1999 with experience at Merrill Lynch and PNC; looking to expand my business and presence; interested in buying a book of business $10MM-$30MM within the 300 mile radius of Pittsburgh PA; clients would migrate to Lombard/First Clearing

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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CRM Systems

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