Overview

Nationally known 1031 Exchange and Alternative practice looking to add one or two experienced financial planners and advisors to build out our conventional platform. We place over $10mm equity annually in Exchanges and want someone to cross sell to our existing accredited clients . Potential $100 MM AUM . We grow business through exemplary service not high pressure. Could also be an opportunity for wire house reps looking for fair payouts and a greater emphasis on client service.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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