Overview

Branch manager of an Independent Broker/Dealer currently managing 100 MM in assets both fee based and traditional. I am looking to expand my book of business by purchasing additional assets from the right candidate. We are a growing firm that has interest in not only purchasing books of business, but also assisting advisors who wish to transition broker/dealers in search for a better platform.

Last Activity
6 months or more

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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