Overview

Independent & growing practice. I am an EA & CDFA. This brings a unique clientele to our firm. Our firm has the capacity to grow & is looking to expand into other states, specifically on the West & East coast. Seeking opportunities to expand our market & footprint. We are also looking for small firms looking to join our hybrid RIA practice.
Our primary custodian is Fidelity, but we also use Schwab & TDAmeritrade as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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