Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Tulsa, OK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
3,000
Avg Client Age
56
Overview

We are currently looking for the following: Quality advisors who would like to join a large, innovative and financially sound broker dealer. Advisors who want to take their practice to the next level. Advisors who want to sell their book of business because they don't want to deal with the new DOL fiduciary rule.

We are a super-OSJ with 40 advisors in seven states. We offer best of industry compliance, technology and sales support with the culture of a small firm and the resources and backing of a large independent BD and RIA. Some of the advisors in our group are interested in growing their practices through acquisition, and we are always interested in successful advisors interested in joining a world class organization to continue their success.

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