Overview

I am in the process of growing my business and would be interested in purchasing smaller books of business for advisors that are retiring or no longer wish to be in the business.

Market
Advisor/RIA
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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Technology Solutions

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CRM Systems

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