Overview

We are seeking to purchase practices from those who wish an exit strategy and will provide opportunity with high levels of upside. Fee-only practice open to merging with a culturally compatible firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 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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