Overview

I have been a financial advisor for 25 years and transitioned to a fee based practice approximately 16 years ago. I am looking to acquire practices that are currently fee based or can be transitioned to fee based from advisors that are retiring and have long term relationships with their existing clients.

Market
Advisor/RIA
Last Activity
within 4 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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