Overview

I was commission during start up years, have converted to fees for 95% of book, 22 years in business, CFP, AIF, awesome support team, CFA on team, etc. Looking to buy similar books from like-minded advisor who would like to exit the industry. Ideally, seller absolutely requires that their clients are cared for by someone taking a fiduciary approach; that is what we do. We are highly organized and have taken over 2 small practices previously. Our clients enjoy proactive communication and organized reviews of all facets of financial planning.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...