Overview

Looking to for a couple of opportunities: One would be to buy an existing book of business, ideally one that is 80-100% fee income based. Second would be to find a succession planning situation with an advisor who is nearing retirement, 1-3 years out.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...