Overview

Rapidly growing practice open to merging with another advisor, acquiring a practice or helping an experienced representative transition their book to me before retirement. My long-term goal is to broaden my wealth management practice using the framework I currently have in place. My existing firm is a large, independent firm with outstanding infrastructure in place. Under our roof, we have a CFA, an attorney, a dedicated division to write and service insurance business and a dedicated, in-house compliance department. OSJ is in-house as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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