Overview

We are three partners in the financial industry for 19 plus years and are looking to aquire books of business' to compliment our rapidly growing practice. We are willing to aquire books of business that come with or without staff.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 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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