Overview

Wellington Shields is a dual registered BD+RIA founded in 1925. We are looking for complimentary individuals or teams to merge with or purchase. Practices with strengths in insurance, financial planning and alternatives are also attractive. We are looking to get younger and diversify our product offerings/revenue stream.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...