Overview

Individual financial planning advisor for the past 22 years seeks the purchase of an additional practice to reach a more preferred economy of scale. Seeking a business of most any size. Business needs to be comprised of marketable securities and I would welcome a one time sale or an installment purchase.
Thank you

Market
RIA
Last Activity
within 3 months

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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