Overview

I am a Sales Manager for a firm that is looking into book acquisition. Our branch has over $3 Billion in assets and is looking for advisors looking to partner and sunset their practice. We have high quality advisors willing to partner with retiring advisors, and an in-place succession strategy for retiring FAs. We have offices in multiple locations across the US--CA, OR, WA, CO, GA, ID, and MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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Clearing Firm / Custodian

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