Overview

Young motivated advisor looking to expand his book through acquisition. Would like to find practices where advisors are phasing out of the financial field and who are interested in transitioning their book.

Last Activity
6 months or more

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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Resources
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