Overview

I am interested in growing the firm to achieve greater scale and provide future stability. I have done 3 previous acquisitions very successfully and am well versed in the process. In addition to advisors retiring from the business, I am interested in established advisors looking for an RIA platform to join.

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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