Overview

I sold my equity is a previous firm last year and started another firm. We have an RIA in South Carolina that specializes in pre-retirees. We are a young firm, one owner and no other advisors. We are looking to acquire fee only local practices to grow.


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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Resources
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