Overview

I represent a team of two advisors with 31 years of combined experience. Our focus is on developing long term client focused relationships. Most of the business is on the IA side with a relatively small percentage of trailing b/d business. We have experience with buying other blocks of business and merging those clients into our practice. We hope this site will help us find other planners in the area that might be interested in partnering with us as their succession plan. As a side note, business mix is based on the full team production.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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