Overview

Looking for advisors wanting biz succession and looking to acquire $10mil-$500mil practice. I am 40 years old with 18 years in the biz.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Member Since
June 1, 2015

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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