Overview

Looking to purchase a practice focused on wealth management, and also interested in bringing a producing advisor into our practice. Our firm is owned by a CFP with 25+ years experience and affiliated with an independent broker dealer since 2003. Practice is located in Ontario, NY, servicing 700+ households. 6 employees include an associate advisor, operations manager, paraplanner, client service manager, training and development manager and receptionist.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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