Overview

I am interested in an acquisition or provide an option for another adviser(s) to go independent by joining my independent RIA firm. We have been extremely happy moving from Pershing as a custodian through our BD's RIA to our own RIA using TD Ameritrade as our custodian. We have a very experienced in house compliance individual and an in house and a tax professional as well. We have an additional location in Scottsdale Az. I maybe be looking to retire myself in 10 years so the merger of a younger professional may present an opportunity for my exit strategy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

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 Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...