Overview

Looking to merge or acquire or join and create a meaningful practice.

I am a CFP and been in the business for 19 years.

The reason I am here is to see if there could be a synergy created to accelerate growth, succession, centers of influences, JD or CPA .

I don't spend majority of my time in insurance so that could be a possible connection as well.

Market
Advisor/RIA
Member Level
Basic
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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