Overview

Financial Planning business. Looking for buying a practice, preferably with a rep who is not ready to retire or leave the business immediately. For a younger Advisor, a possible merger.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...