Overview

Are you interested in selling? …because if you are interested, then we should talk. My Independent Fee Based ERISA Fiduciary Advisory practice is a 39 year old family run business. I’m interested in discussing with an earnest seller who is a fee based advisor and/or looking to convert to being a fee based advisor. Our fiduciary process improves financial outcomes for individuals and employer sponsored 401(k) plans while maintaining a 99% client retention.

Message me at Succession Link if you are serious about looking for a real professional to serve your clients best interest as well as your buy out!

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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...