Overview

I am interested in purchasing another practice in full or part. I would be interested in being a succession plan for an advisor that is looking to retire in the next few years also. I have had my license for approximately 19 years and been a full time advisor for 16 years. My practice is heavily recurring revenue based (fees and trail commissions). I have successfully purchased 2 practices in the past, so I know what to expect.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
June 27, 2016

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