Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Plymouth Meeting, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
4,000
Avg Client Age
60
Overview

Securian Financial and Legacy Planning Partners are both independent, and take a comprehensive planning approach that is very client centric. We are primarily a fee-based planning advisory firm.

We are interested in talking with advisors who are looking for more structure and support, and potential succession for their practice. Additionally, we are open to speaking with advisors who may want to join a practice as a successor.

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