Overview

I am interested in a merger, but open to buy/sell. I am NOT ready to leave the business so looking for some growth and retirement in 10 - 13 years. I manage accounts with individual stocks. Would really like other advisor(s) to talk/gameplan investment strategy with. Received your email about a practice in Cincinnati Oh that is looking to merge. We use the same B/D - Sterne Agee but I'm not sure if i know who it is. From info on the site we have veru different practices, but there may be room to enjoy some synergies.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...