Overview

All of my client relationships start with a financial plan, which I charge a separate fee to complete. I'm interested in either acquiring or merging into an existing RIA. My goal is to partner with a firm to ensure a fallback plan should I be unable to continue servicing my clients. I would like to be someone's back up plan as well.

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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