Overview

We are a full service boutique Broker/Dealer, that specializes in financial planning, estate planning, and retirement planning. In addition to the B/D, we also operate an RIA, Insurance agency, and Retirement Planning RIA platform.

Our clearing partner is Pershing LLC, between the 3 principals we currently have 1.4 Billion AUM.

Our goal is to identify like minded advisors, that have a clean compliance record, that are looking to partner with a firm that will help them transition out of their practice knowing their practice, and legacy will remain intact.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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