Overview

I'm on a team with a lot of capacity for growth. Buying a practice is the best way to fill that capacity space in short order. We are on the hunt for the right clients/broker fit in a book where we can come in and add value to the client book and help them continually execute actions that help them achieve their goals.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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