Overview

We would like to acquire firms and have a well defined process for working with clients and an automated on-line workflow. Our buy-out is very lucrative and flexible with multiple options. We also have a complete program for those firms that want to expand.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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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