Overview

Looking to either:
1) purchase a full or partial book in Maryland, Delaware or Virginia, or

2) bring on an advisor looking to scale their practice, or

3) merge with or bring on an experienced advisor who is looking to begin a transition out of the business - I have office space available on the Maryland coast if you are looking to semi-retire/retire to the Maryland or Delaware coastal area

Last Activity
6 months or more

Business Data

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