Overview

Our broker-dealer is LPL Financial. We operate as a team, and the three financial advisors have 35, 18 and 9 years of experience, respectively. Our practice is planning-focused and, primarily, fee-based. We are looking for opportunities to acquire practices from advisors who want to retire within the next five years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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