Overview

We are looking to buy, and/or be a successor to advisors looking to sell their books to retire or leave the business. We are a young group, yet have a combined 30 years of industry experience. Our parent company, JW Cole, is assisting with transition and financing.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...