Overview

Looking to acquire RIA or advisor practices. I have been a financial advisor for almost 30 years, former branch manager for Morgan Stanley. After leaving the wire house I became dually registered and went independent with a National Financial Services B/D and large institutional Investment advisory firm. I have learned the B/D world and RIA world, I have good name exposure as I have done lots of media locally and nationally when I have been speaking on the markets. I would like to talk with like minded people who may be looking at leaving the business or retiring.

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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...