Overview

We are a fast-growing RIA that practices comprehensive, fee-only financial planning. Among the three principals, two are middle-aged with varied credentials -- CFP and CFA. Ideally, we'd like to find small to mid-sized advisory firms looking for an exit plan.

Market
RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
264 days old

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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