Overview

Primarily DFA fee-based advisor affiliated with $2.3 Billion independent wealth management firm. Have access to back office support, up to date technology, client service team and marketing staff. Looking to purchase existing book of business in Chicago area that is either commission only, fee based only or a combination.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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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