Overview

I am an owner of a large independent with multiple office sites and 17 Series 7 licensed advisors. We are in the middle of a multi-year process of transitioning from all commission based practice to a hybrid office with a slant towards IA business. I am looking to grow both my business through advisor addition to become a successor down the road as well as grow my practice through client acquisition.

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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...