Overview

I am a veteran financial services executive looking to acquire a wealth management book of business and fold in internally managed proprietary investment strategies. I am also considering a roll-up strategy combining a number of wealth management practices into a single firm.

Market
Advisor/RIA
Last Activity
within 2 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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