Overview

We are looking to purchase or merge with existing advisors preparing to exit the profession or adding Investment Advisor Representatives that want more freedom and flexibility. We have a proven financial planning process and offer top industry payouts. Our firm has successfully completed one purchase with 98% client retention. We are interested in discussing buy outs or merging with advisors that are fee based financial planners. Our firm has office presence in Davis County, South Jordan and Logan. Our team has three investment Advisors and a CPA that does excellent tax planning and filing work.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...