Overview

Multicustodian Hybrid firm with assets at Fidelity, Schwab and LPL. $200M+ AUM (retail, not including retirement plans). Experience successfully acquiring clients (Retention rate: 100% of clients who met with our team face-to-face). We're interested in purchasing practices in Northern Virginia and the Shenandoah Valley. We will also welcome advisors to join our firm. Let's talk, confidentially.

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within 2 months

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