Overview

Looking to grow through acquisition or succession plan. We are two LPL Financial advisors with locations in Michigan, Cape Cod, MA and Naples, FL. One experienced CFP and another very experienced advisor. Each advisor with 20 plus years experience. Mostly fee based with some brokerage revenue.

Let's connect.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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