Overview

We are looking to acquire practices and become the transition team of choice for advisors looking to exit the business in the next 1-5 years. We have financing in place to make that happen. My partner and I are young, hungry and growing. Together, we have over 25 years of experience as both traders on wall street and wealth managers. We have automated our processes where we are ready to buy other practices and sync them seamlessly into what we have created. If you are looking for young, hard working, honest and client-centric team of advisors to continue your legacy, meet with us, I promise you will be happy you did!

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...