Overview

As an independent advisor, but affiliated with a large B/D and Corporate RIA, I have the best of both worlds by running as objective, fee based advisory service for my clients' benefit and having incredible intellectual depth at my disposal. I am looking to bring an advisor on board who has outgrown their existing environment and is looking to be the successor of a successful planner or perhaps is looking for a safe succession plan for themselves and their clients.

Last Activity
6 months or more

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