Overview

I am part of a firm that has over $50M in assets under management. Looking for advisors with quality books of business that needs a successor - one who will take care of the clients and has a quality firm resources to provide top notch service.

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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