Overview

We are looking for a merge opportunity with an advisor or advisors that would benefit from our unique planning capabilities for business owners, our brands and our internal systems, and would be complimentary to us. Or, we are willing to bring an advisor into our firm and provide them with a great compensation package, and help them grow or plan their eventual exit.

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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