Overview

An independent RIA ensemble firm looking for a quality book or producer to provide a succession plan for their book and clients. We are an extremely experienced team of professionals that create sophisticated strategies and a unique experience for our clients. The book/producer must be a good fit for our team by serving high net worth clients and be open to a team approach.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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